CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$241K Buy
6,339
+562
+10% +$20.6K ﹤0.01% 1113
2025
Q3 		$205K Buy
5,777
+3,685
+176% +$127K ﹤0.01% 1168
2025
Q2 		$68.8K Buy
2,092
+2,091
+209,100% +$65.8K ﹤0.01% 1544
2025
Q1 		$24 Sell
1
-205
-100% -$5.98K ﹤0.01% 3024
2024
Q4 		$5.59K Hold
206
– – ﹤0.01% 2441
2024
Q3 		$6.08K Sell
206
-57
-22% -$1.62K ﹤0.01% 2541
2024
Q2 		$7.38K Buy
263
+57
+28% +$1.61K ﹤0.01% 2399
2024
Q1 		$5.77K Buy
+206
New +$5.53K ﹤0.01% 2459

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIBC Private Wealth Group's IVLU Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 9.7% in Q4 2025, buying an estimated $20.6K and bringing the position to 6,339 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

CIBC Private Wealth Group first reported a position in IVLU in Q1 2024 and has held it in 8 quarters since. 342 funds tracked by Wall St. Rank hold IVLU as of Q4 2025.

  • CIBC Private Wealth Group held 6,339 shares of iShares MSCI Intl Value Factor ETF worth $241K as of Q4 2025.
  • CIBC Private Wealth Group bought 562 iShares MSCI Intl Value Factor ETF shares in Q4 2025, an estimated $20.6K.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1113 holding.
  • CIBC Private Wealth Group first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2024 and has held it in 8 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.