Foresight Capital Management Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Foresight Capital Management 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 Q2	–	Sell	-43,071	Closed	-$1.31M	–	91
2025 Q1	$1.31M	Buy	43,071 +604	+1%	+$17.6K	0.81%	44
2024 Q4	$1.15M	Buy	42,467 +2,564	+6%	+$72.2K	0.67%	41
2024 Q3	$1.18M	Buy	39,903 +2,266	+6%	+$64.4K	0.7%	42
2024 Q2	$1.03M	Buy	37,637 +1,987	+6%	+$56K	0.7%	40
2024 Q1	$1.01M	Buy	+35,650	New	+$957K	0.77%	42

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Foresight Capital Management Advisors's IVLU Position: Q2 2025 in Review

Foresight Capital Management Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2025, closing a stake of 43,071 shares — an estimated $1.31M sold.

Foresight Capital Management Advisors first reported a position in IVLU in Q1 2024 and held it in 5 quarters. The position peaked at $1.31M in Q1 2025. 282 funds tracked by Wall St. Rank hold IVLU as of Q2 2025.

Foresight Capital Management Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2025 after selling out during the quarter.
Foresight Capital Management Advisors sold 43,071 iShares MSCI Intl Value Factor ETF shares in Q2 2025, an estimated $1.31M.
Foresight Capital Management Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2024 and held it in 5 quarters.
Foresight Capital Management Advisors's iShares MSCI Intl Value Factor ETF position peaked at $1.31M in Q1 2025.
282 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2025.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.