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Financially Speaking’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Financially Speaking’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 		– Sell
-1
Closed -$40 – 108
2026
Q1 		$40 Buy
+1
New +$40 ﹤0.01% 113

Other funds holding IVLU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Financially Speaking's IVLU Position: Q2 2026 in Review

Financially Speaking sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026, closing a stake of 1 share — an estimated $40 sold.

Financially Speaking first reported a position in IVLU in Q1 2026 and held it in 1 quarter. The position peaked at $40 in Q1 2026. 149 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Financially Speaking reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Financially Speaking sold 1 iShares MSCI Intl Value Factor ETF share in Q2 2026, an estimated $40.
  • Financially Speaking first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2026 and held it in 1 quarter.
  • Financially Speaking's iShares MSCI Intl Value Factor ETF position peaked at $40 in Q1 2026.
  • 149 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.