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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Buy
7,999
+254
+3% +$8.35K 0.02% 408
2025
Q1
$235K Sell
7,745
-2,045
-21% -$62K 0.02% 415
2024
Q4
$265K Buy
+9,790
New +$265K 0.02% 385