DSA
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Droms Strauss Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Droms Strauss Advisors’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
2020
Q1 		– Sell
-19,780
Closed -$483K – 47
2019
Q4 		$483K Hold
19,780
– – 0.36% 30
2019
Q3 		$451K Sell
19,780
-37,303
-65% -$839K 0.36% 27
2019
Q2 		$1.32M Sell
57,083
-11,077
-16% -$260K 0.98% 19
2019
Q1 		$1.62M Sell
68,160
-107,337
-61% -$2.52M 1.26% 13
2018
Q4 		$3.84M Buy
+175,497
New +$4.14M 3.55% 10

Other funds holding IVLU

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return