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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 $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Freestone Capital Holdings's IVLU Position: Q1 2021 in Review

Freestone Capital Holdings sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2021, closing a stake of 33 shares — an estimated $756 sold.

Freestone Capital Holdings first reported a position in IVLU in Q3 2020 and held it in 2 quarters. The position peaked at $756 in Q4 2020. 81 funds tracked by Wall St. Rank hold IVLU as of Q1 2021.

  • Freestone Capital Holdings reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 33 iShares MSCI Intl Value Factor ETF shares in Q1 2021, an estimated $756.
  • Freestone Capital Holdings first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's iShares MSCI Intl Value Factor ETF position peaked at $756 in Q4 2020.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.