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Comprehensive Financial Planning’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Comprehensive Financial Planning’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
Q2 		$29K Buy
693
+11
+2% +$461 0.02% 213
2026
Q1 		$27.1K Buy
+682
New +$27.5K 0.02% 194

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Comprehensive Financial Planning's IVLU Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.6% in Q2 2026, buying an estimated $461 and bringing the position to 693 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #213.

Comprehensive Financial Planning first reported a position in IVLU in Q1 2026 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Comprehensive Financial Planning held 693 shares of iShares MSCI Intl Value Factor ETF worth $29K as of Q2 2026.
  • Comprehensive Financial Planning bought 11 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $461.
  • iShares MSCI Intl Value Factor ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #213 holding.
  • Comprehensive Financial Planning first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.