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Focus Partners Advisor Solutions’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Focus Partners Advisor Solutions’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 		$10.1M Sell
240,537
-11,742
-5% -$492K 0.09% 116
2026
Q1 		$9.99M Sell
252,279
-29,819
-11% -$1.2M 0.1% 98
2025
Q4 		$10.7M Buy
282,098
+58,620
+26% +$2.15M 0.13% 84
2025
Q3 		$7.98M Sell
223,478
-60,895
-21% -$2.09M 0.09% 119
2025
Q2 		$9.35M Sell
284,373
-18,579
-6% -$584K 0.12% 92
2025
Q1 		$9.18M Buy
302,952
+20,624
+7% +$601K 0.14% 84
2024
Q4 		$7.65M Buy
282,328
+28,861
+11% +$813K 0.13% 89
2024
Q3 		$7.48M Buy
253,467
+20,619
+9% +$586K 0.16% 69
2024
Q2 		$6.39M Buy
232,848
+14,644
+7% +$413K 0.17% 66
2024
Q1 		$6.16M Buy
218,204
+1,757
+0.8% +$47.2K 0.18% 69
2023
Q4 		$5.74M Buy
216,447
+5,654
+3% +$144K 0.28% 46
2023
Q3 		$5.35M Sell
210,793
-14,212
-6% -$366K 0.26% 48
2023
Q2 		$5.73M Sell
225,005
-6,138
-3% -$155K 0.32% 37
2023
Q1 		$5.73M Sell
231,143
-905
-0.4% -$22.2K 0.37% 37
2022
Q4 		$5.38M Buy
232,048
+43,873
+23% +$968K 0.42% 38
2022
Q3 		$3.72M Sell
188,175
-7,197
-4% -$157K 0.22% 55
2022
Q2 		$4.33M Buy
195,372
+130,915
+203% +$3.17M 0.36% 41
2022
Q1 		$1.64M Sell
64,457
-4,940
-7% -$128K 0.16% 82
2021
Q4 		$1.76M Buy
+69,397
New +$1.78M 0.37% 23

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

Focus Partners Advisor Solutions's IVLU Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 4.7% in Q2 2026, selling an estimated $492K and leaving 240,537 shares worth $10.1M. The position accounts for 0.09% of the portfolio, ranked #116.

Focus Partners Advisor Solutions first reported a position in IVLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.7M in Q4 2025. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Focus Partners Advisor Solutions held 240,537 shares of iShares MSCI Intl Value Factor ETF worth $10.1M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 11,742 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $492K.
  • iShares MSCI Intl Value Factor ETF made up 0.09% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #116 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Focus Partners Advisor Solutions's iShares MSCI Intl Value Factor ETF position peaked at $10.7M in Q4 2025.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.