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Cornerstone Planning Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Cornerstone Planning 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
2024
Q1 		– Sell
-647
Closed -$17.2K – 1153
2023
Q4 		$17.2K Hold
647
– – 0.01% 338
2023
Q3 		$16.4K Buy
+647
New +$16.6K 0.01% 336

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Cornerstone Planning Group's IVLU Position: Q1 2024 in Review

Cornerstone Planning Group sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2024, closing a stake of 647 shares — an estimated $17.2K sold.

Cornerstone Planning Group first reported a position in IVLU in Q3 2023 and held it in 2 quarters. The position peaked at $17.2K in Q4 2023. 230 funds tracked by Wall St. Rank hold IVLU as of Q1 2024.

  • Cornerstone Planning Group reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 647 iShares MSCI Intl Value Factor ETF shares in Q1 2024, an estimated $17.2K.
  • Cornerstone Planning Group first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2023 and held it in 2 quarters.
  • Cornerstone Planning Group's iShares MSCI Intl Value Factor ETF position peaked at $17.2K in Q4 2023.
  • 230 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2024.

Based on Cornerstone Planning Group's 13F filing for Q1 2024, filed 7 May 2024.