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Claro Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Claro Advisors’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
Q1 		– Sell
-5,702
Closed -$217K – 524
2025
Q4 		$217K Sell
5,702
-436
-7% -$16K 0.03% 389
2025
Q3 		$218K Sell
6,138
-2,068
-25% -$71K 0.03% 374
2025
Q2 		$270K Buy
+8,206
New +$258K 0.04% 316

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Claro Advisors's IVLU Position: Q1 2026 in Review

Claro Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026, closing a stake of 5,702 shares — an estimated $217K sold.

Claro Advisors first reported a position in IVLU in Q2 2025 and held it in 3 quarters. The position peaked at $270K in Q2 2025. 373 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

  • Claro Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Claro Advisors sold 5,702 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $217K.
  • Claro Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and held it in 3 quarters.
  • Claro Advisors's iShares MSCI Intl Value Factor ETF position peaked at $270K in Q2 2025.
  • 373 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.