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Golden State Equity Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Golden State Equity 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
Q1 		$1.68M Buy
42,307
+35,809
+551% +$1.45M 0.13% 187
2025
Q4 		$247K Buy
+6,498
New +$238K 0.04% 433

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 $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Golden State Equity Partners's IVLU Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 551% in Q1 2026, buying an estimated $1.45M and bringing the position to 42,307 shares worth $1.68M. The position accounts for 0.13% of the portfolio, ranked #187.

Golden State Equity Partners first reported a position in IVLU in Q4 2025 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

  • Golden State Equity Partners held 42,307 shares of iShares MSCI Intl Value Factor ETF worth $1.68M as of Q1 2026.
  • Golden State Equity Partners bought 35,809 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $1.45M.
  • iShares MSCI Intl Value Factor ETF made up 0.13% of Golden State Equity Partners's portfolio in Q1 2026, its #187 holding.
  • Golden State Equity Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.