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Equitable Holdings’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Equitable Holdings’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 		$2.84M Buy
67,874
+873
+1% +$36.6K 0.02% 624
2026
Q1 		$2.55M Sell
67,001
-788
-1% -$31.8K 0.02% 640
2025
Q4 		$2.58M Sell
67,789
-306
-0.4% -$11.2K 0.02% 554
2025
Q3 		$2.42M Buy
68,095
+6,009
+10% +$206K 0.02% 546
2025
Q2 		$2.04M Buy
62,086
+37,381
+151% +$1.18M 0.02% 564
2025
Q1 		$749K Sell
24,705
-288
-1% -$8.4K 0.01% 797
2024
Q4 		$678K Sell
24,993
-987
-4% -$27.8K 0.01% 783
2024
Q3 		$767K Buy
25,980
+2,111
+9% +$60K 0.01% 752
2024
Q2 		$655K Buy
23,869
+100
+0.4% +$2.82K 0.01% 762
2024
Q1 		$671K Hold
23,769
– – 0.01% 720
2023
Q4 		$630K Sell
23,769
-501
-2% -$12.7K 0.01% 704
2023
Q3 		$615K Buy
24,270
+1,021
+4% +$26.3K 0.01% 663
2023
Q2 		$592K Sell
23,249
-500
-2% -$12.6K 0.01% 653
2023
Q1 		$589K Hold
23,749
– – 0.01% 604
2022
Q4 		$550K Sell
23,749
-20,500
-46% -$452K 0.01% 584
2022
Q3 		$874K Sell
44,249
-44,331
-50% -$967K 0.02% 425
2022
Q2 		$1.97M Sell
88,580
-13,638
-13% -$330K 0.04% 267
2022
Q1 		$2.6M Buy
102,218
+505
+0.5% +$13.1K 0.04% 243
2021
Q4 		$2.59M Buy
101,713
+17,382
+21% +$447K 0.04% 240
2021
Q3 		$2.17M Buy
84,331
+10,650
+14% +$276K 0.04% 252
2021
Q2 		$1.9M Buy
73,681
+25,500
+53% +$668K 0.03% 265
2021
Q1 		$1.22M Buy
48,181
+12,989
+37% +$317K 0.03% 323
2020
Q4 		$801K Buy
+35,192
New +$747K 0.02% 358

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

Equitable Holdings's IVLU Position: Q2 2026 in Review

Equitable Holdings increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.3% in Q2 2026, buying an estimated $36.6K and bringing the position to 67,874 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #624.

Equitable Holdings first reported a position in IVLU in Q4 2020 and has held it in 23 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Equitable Holdings held 67,874 shares of iShares MSCI Intl Value Factor ETF worth $2.84M as of Q2 2026.
  • Equitable Holdings bought 873 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $36.6K.
  • iShares MSCI Intl Value Factor ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #624 holding.
  • Equitable Holdings first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.