Corient Private Wealth’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
Q2 | $773K | Buy |
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|
2025
Q1 | $705K | Sell |
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|
2024
Q4 | $850K | Sell |
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2024
Q3 | $961K | Buy |
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|
2024
Q2 | $536K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $454K | Sell |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $505K | Buy |
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|
2023
Q1 | $475K | Hold |
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|
2022
Q4 | $444K | Buy |
|