CM
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Crestline Management’s Invesco IVZ Stock Holding History

Crestline Management’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-51,071
Closed -$893K – 329
2024
Q4 		$893K Buy
+51,071
New +$910K 0.03% 437
2018
Q2 		– Sell
-26,868
Closed -$860K – 261
2018
Q1 		$860K Buy
+26,868
New +$927K 0.11% 162

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BlackRock
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TFM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return