Clark Capital Management Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Clark Capital Management 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
2022 Q2	–	Sell	-32,350	Closed	-$823K	–	359
2022 Q1	$823K	Buy	+32,350	New	+$837K	0.01%	277
2021 Q3	–	Sell	-28,925	Closed	-$747K	–	348
2021 Q2	$747K	Sell	28,925 -17,527	-38%	-$459K	0.01%	275
2021 Q1	$1.18M	Buy	46,452 +12,094	+35%	+$295K	0.02%	252
2020 Q4	$782K	Buy	34,358 +498	+1%	+$10.6K	0.01%	274
2020 Q3	$663K	Buy	+33,860	New	+$676K	0.01%	256

Other funds holding IVLU

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $243M AUM 17.78% 1-Year Est. Return