Corient Private Wealth
IVLU icon

Corient Private Wealth’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Corient Private Wealth’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 		$1.13M Sell
26,968
-88
-0.3% -$3.69K ﹤0.01% 1740
2026
Q1 		$1.05M Buy
27,056
+2,310
+9% +$93.2K ﹤0.01% 1638
2025
Q4 		$942K Buy
24,746
+14,220
+135% +$521K ﹤0.01% 1538
2025
Q3 		$373K Sell
10,526
-12,971
-55% -$445K ﹤0.01% 1983
2025
Q2 		$773K Buy
23,497
+250
+1% +$7.87K ﹤0.01% 1488
2025
Q1 		$705K Sell
23,247
-8,094
-26% -$236K ﹤0.01% 1437
2024
Q4 		$850K Sell
31,341
-1,209
-4% -$34K ﹤0.01% 1375
2024
Q3 		$961K Buy
32,550
+13,024
+67% +$370K ﹤0.01% 1424
2024
Q2 		$536K Sell
19,526
-16,950
-46% -$478K ﹤0.01% 1603
2024
Q1 		$1.03M Buy
36,476
+19,359
+113% +$520K ﹤0.01% 1304
2023
Q4 		$454K Sell
17,117
-2,473
-13% -$62.9K ﹤0.01% 1659
2023
Q3 		$497K Sell
19,590
-239
-1% -$6.15K ﹤0.01% 1503
2023
Q2 		$505K Buy
19,829
+679
+4% +$17.1K ﹤0.01% 1446
2023
Q1 		$475K Hold
19,150
– – ﹤0.01% 1402
2022
Q4 		$444K Buy
+19,150
New +$422K ﹤0.01% 1183

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

Corient Private Wealth's IVLU Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.33% in Q2 2026, selling an estimated $3.69K and leaving 26,968 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Corient Private Wealth first reported a position in IVLU in Q4 2022 and has held it in 15 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Corient Private Wealth held 26,968 shares of iShares MSCI Intl Value Factor ETF worth $1.13M as of Q2 2026.
  • Corient Private Wealth sold 88 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $3.69K.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1740 holding.
  • Corient Private Wealth first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.