EP Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

EP Wealth 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
2026 Q2	$1.64M	Buy	39,146 +15,469	+65%	+$649K	0.01%	628
2026 Q1	$940K	Buy	23,677 +670	+3%	+$27K	﹤0.01%	655
2025 Q4	$875K	Buy	+23,007	New	+$843K	﹤0.01%	658
2025 Q2	$20M	Buy	606,588 +600,581	+9,998%	+$18.9M	0.13%	127
2025 Q1	$182K	Sell	6,007 -29	-0.5%	-$845	﹤0.01%	1157
2024 Q4	$164K	Buy	6,036 +1,261	+26%	+$35.5K	﹤0.01%	1126
2024 Q3	$141K	Buy	4,775 +564	+13%	+$16K	﹤0.01%	1110
2024 Q2	$116K	Buy	4,211 +524	+14%	+$14.8K	﹤0.01%	816
2024 Q1	$104K	Buy	+3,687	New	+$99K	﹤0.01%	808

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EP Wealth Advisors's IVLU Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 65% in Q2 2026, buying an estimated $649K and bringing the position to 39,146 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #628.

EP Wealth Advisors first reported a position in IVLU in Q1 2024 and has held it in 9 quarters since. The position peaked at $20M in Q2 2025. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

EP Wealth Advisors held 39,146 shares of iShares MSCI Intl Value Factor ETF worth $1.64M as of Q2 2026.
EP Wealth Advisors bought 15,469 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $649K.
iShares MSCI Intl Value Factor ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #628 holding.
EP Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2024 and has held it in 9 quarters since.
EP Wealth Advisors's iShares MSCI Intl Value Factor ETF position peaked at $20M in Q2 2025.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.