Creative Financial Designs’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Creative Financial Designs’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	-88	Closed	-$2.33K	–	1700
2023 Q4	$2.33K	Buy	88 +2	+2%	+$51	﹤0.01%	1407
2023 Q3	$2.18K	Hold	86	–	–	﹤0.01%	1331
2023 Q2	$2.19K	Sell	86 -367	-81%	-$9.27K	﹤0.01%	1306
2023 Q1	$11.2K	Buy	453 +77	+20%	+$1.89K	﹤0.01%	934
2022 Q4	$8.71K	Sell	376 -8	-2%	-$176	﹤0.01%	925
2022 Q3	$8K	Buy	384 +19	+5%	+$415	﹤0.01%	937
2022 Q2	$8K	Buy	365 +27	+8%	+$653	﹤0.01%	909
2022 Q1	$9K	Buy	+338	New	+$8.74K	﹤0.01%	927

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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

Creative Financial Designs's IVLU Position: Q1 2024 in Review

Creative Financial Designs sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2024, closing a stake of 88 shares — an estimated $2.33K sold.

Creative Financial Designs first reported a position in IVLU in Q1 2022 and held it in 8 quarters. The position peaked at $11.2K in Q1 2023. 230 funds tracked by Wall St. Rank hold IVLU as of Q1 2024.

Creative Financial Designs reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2024 after selling out during the quarter.
Creative Financial Designs sold 88 iShares MSCI Intl Value Factor ETF shares in Q1 2024, an estimated $2.33K.
Creative Financial Designs first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and held it in 8 quarters.
Creative Financial Designs's iShares MSCI Intl Value Factor ETF position peaked at $11.2K in Q1 2023.
230 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.