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Fiduciary Alliance’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Fiduciary Alliance’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 		$321K Buy
7,686
+75
+1% +$3.15K 0.02% 427
2026
Q1 		$318K Sell
7,611
-18
-0.2% -$727 0.02% 439
2025
Q4 		$290K Buy
7,629
+381
+5% +$14K 0.02% 425
2025
Q3 		$257K Buy
7,248
+120
+2% +$4.12K 0.02% 434
2025
Q2 		$234K Buy
7,128
+25
+0.4% +$786 0.02% 436
2025
Q1 		$215K Buy
+7,103
New +$207K 0.02% 361

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

Fiduciary Alliance's IVLU Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.99% in Q2 2026, buying an estimated $3.15K and bringing the position to 7,686 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #427.

Fiduciary Alliance first reported a position in IVLU in Q1 2025 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Fiduciary Alliance held 7,686 shares of iShares MSCI Intl Value Factor ETF worth $321K as of Q2 2026.
  • Fiduciary Alliance bought 75 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $3.15K.
  • iShares MSCI Intl Value Factor ETF made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #427 holding.
  • Fiduciary Alliance first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.