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

Community Financial Services 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
2026
Q3 		$16.6K Buy
392
+23
+6% +$1K ﹤0.01% 337
2026
Q2 		$15.4K Buy
+369
New +$15.5K ﹤0.01% 336

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Community Financial Services Group's IVLU Position: Q3 2026 in Review

Community Financial Services Group increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 6.2% in Q3 2026, buying an estimated $1K and bringing the position to 392 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Community Financial Services Group first reported a position in IVLU in Q2 2026 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Community Financial Services Group held 392 shares of iShares MSCI Intl Value Factor ETF worth $16.6K as of Q3 2026.
  • Community Financial Services Group bought 23 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $1K.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q3 2026, its #337 holding.
  • Community Financial Services Group first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.