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Gilliland Jeter Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-1
Closed -$30 – 405
2024
Q3 		$30 Sell
1
-8
-89% -$227 ﹤0.01% 664
2024
Q2 		$247 Buy
+9
New +$254 ﹤0.01% 674

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gilliland Jeter Wealth Management's IVLU Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2024, closing a stake of 1 share — an estimated $30 sold.

Gilliland Jeter Wealth Management first reported a position in IVLU in Q2 2024 and held it in 2 quarters. The position peaked at $247 in Q2 2024. 266 funds tracked by Wall St. Rank hold IVLU as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1 iShares MSCI Intl Value Factor ETF share in Q4 2024, an estimated $30.
  • Gilliland Jeter Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2024 and held it in 2 quarters.
  • Gilliland Jeter Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $247 in Q2 2024.
  • 266 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.