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GHP Investment Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

GHP Investment Advisors’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
2022
Q3 		– Sell
-760
Closed -$17K – 935
2022
Q2 		$17K Buy
+760
New +$18.4K ﹤0.01% 602

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

GHP Investment Advisors's IVLU Position: Q3 2022 in Review

GHP Investment Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2022, closing a stake of 760 shares — an estimated $17K sold.

GHP Investment Advisors first reported a position in IVLU in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 162 funds tracked by Wall St. Rank hold IVLU as of Q3 2022.

  • GHP Investment Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2022 after selling out during the quarter.
  • GHP Investment Advisors sold 760 iShares MSCI Intl Value Factor ETF shares in Q3 2022, an estimated $17K.
  • GHP Investment Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2022 and held it in 1 quarter.
  • GHP Investment Advisors's iShares MSCI Intl Value Factor ETF position peaked at $17K in Q2 2022.
  • 162 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2022.

Based on GHP Investment Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.