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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.96M Sell
2025
Q2
$9.31M Sell
2025
Q1
$9.24M Buy
2024
Q4
$2.55M Buy
2024
Q3
$2.14M Sell
2024
Q2
$2.61M Buy
2024
Q1
$2.63M Sell
2023
Q4
$2.66M Buy