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FAS Wealth Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

FAS Wealth Partners’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
2020
Q2 		– Sell
-1
Closed – – 319
2020
Q1 		$0 Sell
1
-351
-100% -$7.63K ﹤0.01% 306
2019
Q4 		$9K Buy
+352
New +$8.38K ﹤0.01% 274

Other funds holding IVLU

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

FAS Wealth Partners's IVLU Position: Q2 2020 in Review

FAS Wealth Partners sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2020, closing a stake of 1 share.

FAS Wealth Partners first reported a position in IVLU in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 41 funds tracked by Wall St. Rank hold IVLU as of Q2 2020.

  • FAS Wealth Partners reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2020 after selling out during the quarter.
  • FAS Wealth Partners sold 1 iShares MSCI Intl Value Factor ETF share in Q2 2020.
  • FAS Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2019 and held it in 2 quarters.
  • FAS Wealth Partners's iShares MSCI Intl Value Factor ETF position peaked at $9K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2020.

Based on FAS Wealth Partners's 13F filing for Q2 2020, filed 21 Jul 2020.