CFD
IVLU icon

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 – 1705
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return