Gerber Kawasaki Wealth & Investment Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Gerber Kawasaki Wealth & Investment 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	-16,928	Closed	-$513K	–	322
2025 Q1	$513K	Buy	16,928 +36	+0.2%	+$1.05K	0.02%	189
2024 Q4	$458K	Sell	16,892 -253	-1%	-$7.12K	0.02%	192
2024 Q3	$506K	Buy	17,145 +2,097	+14%	+$59.6K	0.02%	183
2024 Q2	$413K	Hold	15,048	–	–	0.02%	189
2024 Q1	$425K	Buy	+15,048	New	+$404K	0.02%	187

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IVLU Position: Q2 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2025, closing a stake of 16,928 shares — an estimated $513K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IVLU in Q1 2024 and held it in 5 quarters. The position peaked at $513K in Q1 2025. 281 funds tracked by Wall St. Rank hold IVLU as of Q2 2025.

Gerber Kawasaki Wealth & Investment Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2025 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 16,928 iShares MSCI Intl Value Factor ETF shares in Q2 2025, an estimated $513K.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2024 and held it in 5 quarters.
Gerber Kawasaki Wealth & Investment Management's iShares MSCI Intl Value Factor ETF position peaked at $513K in Q1 2025.
281 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.