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First Horizon Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

First Horizon Advisors’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
Q1 		– Sell
-5,700
Closed -$155K – 2357
2024
Q4 		$155K Buy
+5,700
New +$161K ﹤0.01% 577
2022
Q1 		– Sell
-5,239
Closed -$133K – 2013
2021
Q4 		$133K Buy
+5,239
New +$135K ﹤0.01% 601

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

First Horizon Advisors's IVLU Position: Q1 2025 in Review

First Horizon Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2025, closing a stake of 5,700 shares — an estimated $155K sold.

First Horizon Advisors first reported a position in IVLU in Q4 2021 and held it in 2 quarters. The position peaked at $155K in Q4 2024. 259 funds tracked by Wall St. Rank hold IVLU as of Q1 2025.

  • First Horizon Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2025 after selling out during the quarter.
  • First Horizon Advisors sold 5,700 iShares MSCI Intl Value Factor ETF shares in Q1 2025, an estimated $155K.
  • First Horizon Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2021 and held it in 2 quarters.
  • First Horizon Advisors's iShares MSCI Intl Value Factor ETF position peaked at $155K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2025.

Based on First Horizon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.