Financial Advocates Investment Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Financial Advocates Investment 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
2024 Q4	–	Sell	-17,663	Closed	-$810K	–	786
2024 Q3	$810K	Buy	+17,663	New	+$502K	0.05%	350
2021 Q1	–	Sell	-3,685	Closed	-$248K	–	772
2020 Q4	$248K	Buy	+3,685	New	+$78.3K	0.02%	618

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's IVLU Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2024, closing a stake of 17,663 shares — an estimated $810K sold.

Financial Advocates Investment Management first reported a position in IVLU in Q4 2020 and held it in 2 quarters. The position peaked at $810K in Q3 2024. 266 funds tracked by Wall St. Rank hold IVLU as of Q4 2024.

Financial Advocates Investment Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 17,663 iShares MSCI Intl Value Factor ETF shares in Q4 2024, an estimated $810K.
Financial Advocates Investment Management first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2020 and held it in 2 quarters.
Financial Advocates Investment Management's iShares MSCI Intl Value Factor ETF position peaked at $810K in Q3 2024.
266 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.