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CFS Investment Advisory Services’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

CFS Investment Advisory Services’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 		$311K Sell
7,354
-4,135
-36% -$173K 0.02% 311
2026
Q1 		$484K Sell
11,489
-2,985
-21% -$120K 0.03% 252
2025
Q4 		$551K Sell
14,474
-332
-2% -$12.2K 0.04% 232
2025
Q3 		$531K Sell
14,806
-345
-2% -$11.8K 0.04% 231
2025
Q2 		$498K Buy
15,151
+1,123
+8% +$35.3K 0.04% 228
2025
Q1 		$425K Sell
14,028
-1,928
-12% -$56.2K 0.04% 232
2024
Q4 		$433K Buy
15,956
+9,171
+135% +$258K 0.04% 224
2024
Q3 		$200K Sell
6,785
-683
-9% -$19.4K 0.02% 289
2024
Q2 		$205K Sell
7,468
-152
-2% -$4.29K 0.02% 252
2024
Q1 		$215K Sell
7,620
-2,281
-23% -$61.2K 0.04% 151
2023
Q4 		$262K Sell
9,901
-6,463
-39% -$164K 0.05% 137
2023
Q3 		$415K Buy
16,364
+4,328
+36% +$111K 0.07% 128
2023
Q2 		$306K Buy
12,036
+16
+0.1% +$404 0.04% 206
2023
Q1 		$298K Buy
12,020
+69
+0.6% +$1.7K 0.05% 121
2022
Q4 		$277K Sell
11,951
-302,661
-96% -$6.67M 0.06% 104
2022
Q3 		$314K Buy
+314,612
New +$6.87M 0.07% 107
2022
Q2 		– Sell
-282,495
Closed -$11K – 369
2022
Q1 		$11K Buy
+282,495
New +$7.31M 0.05% 150

Other funds holding IVLU

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

CFS Investment Advisory Services's IVLU Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 36% in Q2 2026, selling an estimated $173K and leaving 7,354 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #311.

CFS Investment Advisory Services first reported a position in IVLU in Q1 2022 and has held it in 17 quarters since. The position peaked at $551K in Q4 2025. 115 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • CFS Investment Advisory Services held 7,354 shares of iShares MSCI Intl Value Factor ETF worth $311K as of Q2 2026.
  • CFS Investment Advisory Services sold 4,135 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $173K.
  • iShares MSCI Intl Value Factor ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #311 holding.
  • CFS Investment Advisory Services first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and has held it in 17 quarters since.
  • CFS Investment Advisory Services's iShares MSCI Intl Value Factor ETF position peaked at $551K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.