Freestone Capital Holdings’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Freestone Capital Holdings’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
2021 Q1	–	Sell	-33	Closed	-$756	–	748
2020 Q4	$756	Hold	33	–	–	﹤0.01%	1236
2020 Q3	$642	Buy	+33	New	+$658	﹤0.01%	1151

Other funds holding IVLU

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

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return