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

EverSource 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 		$391K Sell
9,354
-3,260
-26% -$137K 0.01% 674
2026
Q1 		$501K Buy
12,614
+2,207
+21% +$89.1K 0.02% 607
2025
Q4 		$396K Buy
10,407
+583
+6% +$21.4K 0.01% 626
2025
Q3 		$349K Sell
9,824
-497
-5% -$17.1K 0.01% 651
2025
Q2 		$339K Buy
10,321
+677
+7% +$21.3K 0.02% 613
2025
Q1 		$292K Sell
9,644
-1,301
-12% -$37.9K 0.02% 538
2024
Q4 		$297K Buy
10,945
+1,297
+13% +$36.5K 0.02% 508
2024
Q3 		$285K Sell
9,648
-193
-2% -$5.48K 0.02% 460
2024
Q2 		$281K Sell
9,841
-3,859
-28% -$109K 0.02% 457
2024
Q1 		$381K Sell
13,700
-37
-0.3% -$993 0.03% 328
2023
Q4 		$364K Sell
13,737
-4,526
-25% -$115K 0.03% 302
2023
Q3 		$463K Buy
18,263
+2,471
+16% +$63.6K 0.05% 239
2023
Q2 		$402K Sell
15,792
-1,477
-9% -$37.3K 0.04% 259
2023
Q1 		$428K Sell
17,269
-1,681
-9% -$41.3K 0.05% 241
2022
Q4 		$439K Buy
18,950
+471
+3% +$10.4K 0.07% 215
2022
Q3 		$365K Buy
18,479
+13,162
+248% +$287K 0.08% 208
2022
Q2 		$118K Sell
5,317
-9,492
-64% -$230K 0.03% 338
2022
Q1 		$377K Buy
14,809
+13,605
+1,130% +$352K 0.1% 183
2021
Q4 		$30K Buy
+1,204
New +$30.9K 0.01% 533

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

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

EverSource Wealth Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 26% in Q2 2026, selling an estimated $137K and leaving 9,354 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #674.

EverSource Wealth Advisors first reported a position in IVLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $501K in Q1 2026. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • EverSource Wealth Advisors held 9,354 shares of iShares MSCI Intl Value Factor ETF worth $391K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,260 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $137K.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #674 holding.
  • EverSource Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares MSCI Intl Value Factor ETF position peaked at $501K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.