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FFT Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

FFT Wealth Management’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
2025
Q4 		– Sell
-5,829
Closed -$207K – 87
2025
Q3 		$207K Buy
+5,829
New +$200K 0.04% 86
2025
Q2 		– Sell
-10,739
Closed -$325K – 103
2025
Q1 		$325K Sell
10,739
-6,083
-36% -$177K 0.07% 78
2024
Q4 		$456K Buy
16,822
+4,299
+34% +$121K 0.03% 99
2024
Q3 		$370K Sell
12,523
-6,220
-33% -$177K 0.03% 110
2024
Q2 		$514K Sell
18,743
-4,168
-18% -$117K 0.05% 76
2024
Q1 		$647K Sell
22,911
-420,433
-95% -$11.3M 0.06% 66
2023
Q4 		$11.8M Sell
443,344
-1,572,381
-78% -$40M 1.02% 19
2023
Q3 		$51.1M Hold
2,015,725
– – 6.58% 7
2023
Q2 		$51.3M Buy
2,015,725
+115,157
+6% +$2.91M 6.37% 7
2023
Q1 		$47.1M Buy
1,900,568
+6,311
+0.3% +$155K 5.85% 7
2022
Q4 		$43.9M Buy
1,894,257
+24,315
+1% +$536K 5.63% 7
2022
Q3 		$36.9M Buy
1,869,942
+638,175
+52% +$13.9M 5.16% 7
2022
Q2 		$27.3M Buy
1,231,767
+28,145
+2% +$681K 3.04% 11
2022
Q1 		$30.6M Buy
1,203,622
+2,557
+0.2% +$66.2K 2.93% 13
2021
Q4 		$30.6M Buy
1,201,065
+35,483
+3% +$912K 2.74% 15
2021
Q3 		$30M Buy
+1,165,582
New +$30.2M 2.83% 15

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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFT Wealth Management's IVLU Position: Q4 2025 in Review

FFT Wealth Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2025, closing a stake of 5,829 shares — an estimated $207K sold.

FFT Wealth Management first reported a position in IVLU in Q3 2021 and held it in 16 quarters. The position peaked at $51.3M in Q2 2023. 341 funds tracked by Wall St. Rank hold IVLU as of Q4 2025.

  • FFT Wealth Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q4 2025 after selling out during the quarter.
  • FFT Wealth Management sold 5,829 iShares MSCI Intl Value Factor ETF shares in Q4 2025, an estimated $207K.
  • FFT Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2021 and held it in 16 quarters.
  • FFT Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $51.3M in Q2 2023.
  • 341 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2025.

Based on FFT Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.