Cetera Investment Advisers’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Cetera Investment Advisers’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	$19.6M	Buy	468,820 +215,046	+85%	+$9.02M	0.02%	772
2026 Q1	$10.1M	Buy	253,774 +15,004	+6%	+$606K	0.01%	1059
2025 Q4	$9.09M	Buy	238,770 +36,415	+18%	+$1.33M	0.01%	1091
2025 Q3	$7.18M	Buy	202,355 +64,011	+46%	+$2.2M	0.01%	1175
2025 Q2	$4.55M	Buy	138,344 +1,152	+0.8%	+$36.2K	0.01%	1249
2025 Q1	$4.16M	Sell	137,192 -1,904	-1%	-$55.5K	0.01%	1231
2024 Q4	$3.77M	Sell	139,096 -39,557	-22%	-$1.11M	0.01%	1213
2024 Q3	$5.28M	Buy	178,653 +1,860	+1%	+$52.8K	0.01%	976
2024 Q2	$4.85M	Buy	176,793 +34,153	+24%	+$963K	0.01%	1018
2024 Q1	$4.03M	Buy	+142,640	New	+$3.83M	0.01%	1097
2023 Q1	–	Sell	-15,846	Closed	-$367K	–	2205
2022 Q4	$367K	Buy	+15,846	New	+$349K	﹤0.01%	1537

Other funds holding IVLU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers's IVLU Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 85% in Q2 2026, buying an estimated $9.02M and bringing the position to 468,820 shares worth $19.6M. The position accounts for 0.02% of the portfolio, ranked #772.

Cetera Investment Advisers first reported a position in IVLU in Q4 2022 and has held it in 11 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Cetera Investment Advisers held 468,820 shares of iShares MSCI Intl Value Factor ETF worth $19.6M as of Q2 2026.
Cetera Investment Advisers bought 215,046 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $9.02M.
iShares MSCI Intl Value Factor ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #772 holding.
Cetera Investment Advisers first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and has held it in 11 quarters since.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.