Envestnet Portfolio Solutions
IVLU icon

Envestnet Portfolio Solutions’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Envestnet Portfolio Solutions’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 		$753K Buy
18,001
+597
+3% +$25K ﹤0.01% 820
2026
Q1 		$691K Buy
17,404
+2,740
+19% +$111K ﹤0.01% 767
2025
Q4 		$558K Buy
14,664
+4,452
+44% +$163K ﹤0.01% 1005
2025
Q3 		$362K Sell
10,212
-41
-0.4% -$1.41K ﹤0.01% 1164
2025
Q2 		$337K Buy
10,253
+1,207
+13% +$38K ﹤0.01% 1288
2025
Q1 		$274K Sell
9,046
-140,617
-94% -$4.1M ﹤0.01% 1339
2024
Q4 		$4.06M Buy
149,663
+128,727
+615% +$3.62M 0.01% 450
2024
Q3 		$618K Sell
20,936
-467
-2% -$13.3K ﹤0.01% 1087
2024
Q2 		$587K Buy
21,403
+1,561
+8% +$44K ﹤0.01% 1063
2024
Q1 		$560K Buy
19,842
+814
+4% +$21.9K ﹤0.01% 1075
2023
Q4 		$504K Buy
19,028
+1,732
+10% +$44.1K ﹤0.01% 1046
2023
Q3 		$439K Buy
+17,296
New +$445K ﹤0.01% 1039

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

Envestnet Portfolio Solutions's IVLU Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 3.4% in Q2 2026, buying an estimated $25K and bringing the position to 18,001 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Envestnet Portfolio Solutions first reported a position in IVLU in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.06M in Q4 2024. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Envestnet Portfolio Solutions held 18,001 shares of iShares MSCI Intl Value Factor ETF worth $753K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 597 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $25K.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #820 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares MSCI Intl Value Factor ETF position peaked at $4.06M in Q4 2024.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.