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GeoWealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

GeoWealth Management’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
-184
Closed -$5.58K – 1257
2025
Q1 		$5.58K Sell
184
-62
-25% -$1.81K ﹤0.01% 1011
2024
Q4 		$6.67K Sell
246
-1,325
-84% -$37.3K ﹤0.01% 1528
2024
Q3 		$46.4K Buy
+1,571
New +$44.6K ﹤0.01% 1093
2023
Q1 		– Sell
-8,128
Closed -$188K – 408
2022
Q4 		$188K Sell
8,128
-397
-5% -$8.76K 0.02% 252
2022
Q3 		$166K Sell
8,525
-332
-4% -$7.25K 0.02% 252
2022
Q2 		$198K Buy
8,857
+494
+6% +$11.9K 0.03% 244
2022
Q1 		$215K Buy
+8,363
New +$216K 0.02% 289

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return