Cerity Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Cerity Partners’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	$3.6M	Buy	86,103 +2,991	+4%	+$125K	﹤0.01%	1267
2026 Q1	$3.3M	Sell	83,112 -726	-0.9%	-$29.3K	﹤0.01%	1209
2025 Q4	$3.19M	Buy	83,838 +7,771	+10%	+$285K	﹤0.01%	1143
2025 Q3	$2.7M	Sell	76,067 -242	-0.3%	-$8.31K	﹤0.01%	1148
2025 Q2	$2.51M	Sell	76,309 -671	-0.9%	-$21.1K	﹤0.01%	1110
2025 Q1	$2.33M	Sell	76,980 -6,514	-8%	-$190K	﹤0.01%	1043
2024 Q4	$2.26M	Buy	83,494 +67,551	+424%	+$1.9M	﹤0.01%	1051
2024 Q3	$471K	Buy	15,943 +840	+6%	+$23.9K	﹤0.01%	1809
2024 Q2	$414K	Buy	15,103 +3,413	+29%	+$96.2K	﹤0.01%	1637
2024 Q1	$330K	Buy	11,690 +247	+2%	+$6.63K	﹤0.01%	1815
2023 Q4	$303K	Buy	+11,443	New	+$291K	﹤0.01%	1510
2023 Q3	–	Sell	-13,034	Closed	-$332K	–	1550
2023 Q2	$332K	Buy	13,034 +3,997	+44%	+$101K	﹤0.01%	1352
2023 Q1	$224K	Sell	9,037 -876	-9%	-$21.5K	﹤0.01%	1661
2022 Q4	$230K	Buy	+9,913	New	+$219K	﹤0.01%	1263

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Cerity Partners's IVLU Position: Q2 2026 in Review

Cerity Partners increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 3.6% in Q2 2026, buying an estimated $125K and bringing the position to 86,103 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Cerity Partners first reported a position in IVLU in Q4 2022 and has held it in 14 quarters since. 367 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Cerity Partners held 86,103 shares of iShares MSCI Intl Value Factor ETF worth $3.6M as of Q2 2026.
Cerity Partners bought 2,991 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $125K.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1267 holding.
Cerity Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and has held it in 14 quarters since.
367 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.