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Global Retirement Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Global Retirement Partners’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 		$3.33M Buy
+79,553
New +$3.34M 0.05% 340
2025
Q4 		$1.25M Sell
32,734
-782
-2% -$28.7K 0.02% 592
2025
Q3 		$1.19M Sell
33,516
-2,101
-6% -$72.2K 0.03% 499
2025
Q2 		$1.17M Buy
+35,617
New +$1.12M 0.03% 470
2024
Q4 		$454K Buy
16,761
+613
+4% +$17.3K 0.01% 664
2024
Q3 		$477K Buy
16,148
+5,491
+52% +$156K 0.01% 644
2024
Q2 		$292K Buy
10,657
+945
+10% +$26.6K 0.01% 754
2024
Q1 		$274K Buy
9,712
+115
+1% +$3.09K 0.01% 688
2023
Q4 		$251K Sell
9,597
-178
-2% -$4.53K 0.01% 672
2023
Q3 		$239K Hold
9,775
– – 0.01% 608
2023
Q2 		$249K Sell
9,775
-1,213
-11% -$30.6K 0.01% 617
2023
Q1 		$276K Sell
10,988
-43
-0.4% -$1.06K 0.01% 563
2022
Q4 		$256K Buy
11,031
+2,888
+35% +$63.7K 0.02% 525
2022
Q3 		$171K Buy
8,143
+953
+13% +$20.8K 0.01% 614
2022
Q2 		$159K Buy
7,190
+36
+0.5% +$871 0.01% 614
2022
Q1 		$178K Buy
+7,154
New +$185K 0.01% 582
2021
Q4 		– Sell
-4,583
Closed -$118K – 1024
2021
Q3 		$118K Buy
+4,583
New +$119K 0.01% 600

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Global Retirement Partners's IVLU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 79,553 shares worth $3.33M. The stake represents 0.05% of the portfolio and ranks #340 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IVLU as recently as Q4 2025.

Global Retirement Partners first reported a position in IVLU in Q3 2021 and has held it in 17 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Global Retirement Partners held 79,553 shares of iShares MSCI Intl Value Factor ETF worth $3.33M as of Q2 2026.
  • iShares MSCI Intl Value Factor ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #340 holding.
  • Global Retirement Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2021 and has held it in 17 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.