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FourThought Financial’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

FourThought Financial’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
2022
Q2 		– Sell
-32
Closed -$1K – 1511
2022
Q1 		$1K Hold
32
– – ﹤0.01% 1403
2021
Q4 		$1K Sell
32
-34
-52% -$874 ﹤0.01% 1437
2021
Q3 		$1K Buy
+66
New +$1.71K ﹤0.01% 1459

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

FourThought Financial's IVLU Position: Q2 2022 in Review

FourThought Financial sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2022, closing a stake of 32 shares — an estimated $1K sold.

FourThought Financial first reported a position in IVLU in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 161 funds tracked by Wall St. Rank hold IVLU as of Q2 2022.

  • FourThought Financial reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2022 after selling out during the quarter.
  • FourThought Financial sold 32 iShares MSCI Intl Value Factor ETF shares in Q2 2022, an estimated $1K.
  • FourThought Financial first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2021 and held it in 3 quarters.
  • FourThought Financial's iShares MSCI Intl Value Factor ETF position peaked at $1K in Q1 2022.
  • 161 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2022.

Based on FourThought Financial's 13F filing for Q2 2022, filed 12 Aug 2022.