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Cary Street Partners Investment Advisory’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IVLU Stock Details IVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$563K Buy
13,463
+502
+4% +$21.1K 0.11% 182
2026
Q1 		$514K Sell
12,961
-3,146
-20% -$127K 0.13% 175
2025
Q4 		$613K Buy
+16,107
New +$590K 0.17% 139

Other funds holding IVLU

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Cary Street Partners Investment Advisory's IVLU Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 3.9% in Q2 2026, buying an estimated $21.1K and bringing the position to 13,463 shares worth $563K. The position accounts for 0.11% of the portfolio, ranked #182.

Cary Street Partners Investment Advisory first reported a position in IVLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $613K in Q4 2025. 275 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Cary Street Partners Investment Advisory held 13,463 shares of iShares MSCI Intl Value Factor ETF worth $563K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 502 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $21.1K.
  • iShares MSCI Intl Value Factor ETF made up 0.11% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #182 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Cary Street Partners Investment Advisory's iShares MSCI Intl Value Factor ETF position peaked at $613K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.