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Commonwealth Financial Services’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Commonwealth Financial 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
2025
Q2 		– Sell
-29,642
Closed -$898K – 221
2025
Q1 		$898K Buy
+29,642
New +$864K 0.18% 79

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Commonwealth Financial Services's IVLU Position: Q2 2025 in Review

Commonwealth Financial Services sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2025, closing a stake of 29,642 shares — an estimated $898K sold.

Commonwealth Financial Services first reported a position in IVLU in Q1 2025 and held it in 1 quarter. The position peaked at $898K in Q1 2025. 281 funds tracked by Wall St. Rank hold IVLU as of Q2 2025.

  • Commonwealth Financial Services reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Commonwealth Financial Services sold 29,642 iShares MSCI Intl Value Factor ETF shares in Q2 2025, an estimated $898K.
  • Commonwealth Financial Services first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2025 and held it in 1 quarter.
  • Commonwealth Financial Services's iShares MSCI Intl Value Factor ETF position peaked at $898K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2025.

Based on Commonwealth Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.