BFC Planning, Inc.’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

BFC Planning, Inc.’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	$2.93K	Hold	70	–	–	﹤0.01%	2883
2026 Q1	$2.78K	Hold	70	–	–	﹤0.01%	2517
2025 Q4	$2.66K	Hold	70	–	–	﹤0.01%	2547
2025 Q3	$2.48K	Hold	70	–	–	﹤0.01%	2421
2025 Q2	$2.3K	Hold	70	–	–	﹤0.01%	2270
2025 Q1	$2.12K	Hold	70	–	–	﹤0.01%	2292
2024 Q4	$1.9K	Buy	+70	New	+$1.97K	﹤0.01%	2290

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BFC Planning, Inc.'s IVLU Position: Q2 2026 in Review

BFC Planning, Inc. held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 70 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

BFC Planning, Inc. first reported a position in IVLU in Q4 2024 and has held it in 7 quarters since. 380 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

BFC Planning, Inc. held 70 shares of iShares MSCI Intl Value Factor ETF worth $2.93K as of Q2 2026.
BFC Planning, Inc. left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2883 holding.
BFC Planning, Inc. first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
380 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.