Facet Wealth Inc’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Facet Wealth Inc’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 Q3	$217K	Buy	+5,066	New	+$221K	﹤0.01%	433

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Facet Wealth Inc's IVLU Position: Q3 2026 in Review

Facet Wealth Inc opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2026: 5,066 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings.

353 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

Facet Wealth Inc held 5,066 shares of iShares MSCI Intl Value Factor ETF worth $217K as of Q3 2026.
iShares MSCI Intl Value Factor ETF was a new Facet Wealth Inc position in Q3 2026.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #433 holding.
353 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.