Empirical Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Empirical Wealth Management’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	$1.02M	Hold	24,425	–	–	0.01%	402
2026 Q1	$969K	Hold	24,425	–	–	0.02%	367
2025 Q4	$929K	Hold	24,425	–	–	0.02%	346
2025 Q3	$867K	Hold	24,425	–	–	0.02%	348
2025 Q2	$803K	Sell	24,425 -397	-2%	-$12.5K	0.02%	337
2025 Q1	$752K	Buy	+24,822	New	+$724K	0.02%	336

Other funds holding IVLU

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

ACM

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

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 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

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

HPA

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

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Empirical Wealth Management's IVLU Position: Q2 2026 in Review

Empirical Wealth Management held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 24,425 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #402.

Empirical Wealth Management first reported a position in IVLU in Q1 2025 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Empirical Wealth Management held 24,425 shares of iShares MSCI Intl Value Factor ETF worth $1.02M as of Q2 2026.
Empirical Wealth Management 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 Empirical Wealth Management's portfolio in Q2 2026, its #402 holding.
Empirical Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
160 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.