Cyndeo Wealth Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Cyndeo Wealth Partners’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	$379K	Buy	9,064 +2,289	+34%	+$96K	0.02%	395
2026 Q1	$269K	Sell	6,775 -34	-0.5%	-$1.37K	0.01%	426
2025 Q4	$259K	Sell	6,809 -1,190	-15%	-$43.6K	0.01%	421
2025 Q3	$284K	Hold	7,999	–	–	0.02%	401
2025 Q2	$263K	Buy	7,999 +254	+3%	+$7.99K	0.02%	408
2025 Q1	$235K	Sell	7,745 -2,045	-21%	-$59.6K	0.02%	415
2024 Q4	$265K	Buy	+9,790	New	+$276K	0.02%	385

Other funds holding IVLU

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cyndeo Wealth Partners's IVLU Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 34% in Q2 2026, buying an estimated $96K and bringing the position to 9,064 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #395.

Cyndeo Wealth Partners first reported a position in IVLU in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Cyndeo Wealth Partners held 9,064 shares of iShares MSCI Intl Value Factor ETF worth $379K as of Q2 2026.
Cyndeo Wealth Partners bought 2,289 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $96K.
iShares MSCI Intl Value Factor ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #395 holding.
Cyndeo Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
93 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.