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Crews Bank & Trust’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Crews Bank & Trust’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
2026
Q2 		$31.4K Hold
750
– – ﹤0.01% 436
2026
Q1 		$29.8K Hold
750
– – ﹤0.01% 427
2025
Q4 		$28.5K Hold
750
– – ﹤0.01% 423
2025
Q3 		$26.6K Hold
750
– – ﹤0.01% 432
2025
Q2 		$24.7K Hold
750
– – ﹤0.01% 427
2025
Q1 		$22.7K Hold
750
– – ﹤0.01% 434
2024
Q4 		$20.3K Buy
+750
New +$21.1K ﹤0.01% 452

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Crews Bank & Trust's IVLU Position: Q2 2026 in Review

Crews Bank & Trust held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 750 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Crews Bank & Trust first reported a position in IVLU in Q4 2024 and has held it in 7 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Crews Bank & Trust held 750 shares of iShares MSCI Intl Value Factor ETF worth $31.4K as of Q2 2026.
  • Crews Bank & Trust left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #436 holding.
  • Crews Bank & Trust first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.