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Empowered Funds’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Empowered Funds’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 		$2.39M Buy
57,202
+16,713
+41% +$701K 0.01% 1089
2026
Q1 		$1.61M Buy
40,489
+27,714
+217% +$1.12M 0.01% 1213
2025
Q4 		$486K Buy
+12,775
New +$468K 0.01% 758

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

Empowered Funds's IVLU Position: Q2 2026 in Review

Empowered Funds increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 41% in Q2 2026, buying an estimated $701K and bringing the position to 57,202 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #1089.

Empowered Funds first reported a position in IVLU in Q4 2025 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Empowered Funds held 57,202 shares of iShares MSCI Intl Value Factor ETF worth $2.39M as of Q2 2026.
  • Empowered Funds bought 16,713 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $701K.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1089 holding.
  • Empowered Funds first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.