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Gradient Investments’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Gradient Investments’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
Q2 		– Sell
-218
Closed -$6K – 1296
2022
Q1 		$6K Buy
+218
New +$5.64K ﹤0.01% 863

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

Gradient Investments's IVLU Position: Q2 2022 in Review

Gradient Investments sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2022, closing a stake of 218 shares — an estimated $6K sold.

Gradient Investments first reported a position in IVLU in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 161 funds tracked by Wall St. Rank hold IVLU as of Q2 2022.

  • Gradient Investments reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Gradient Investments sold 218 iShares MSCI Intl Value Factor ETF shares in Q2 2022, an estimated $6K.
  • Gradient Investments first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and held it in 1 quarter.
  • Gradient Investments's iShares MSCI Intl Value Factor ETF position peaked at $6K in Q1 2022.
  • 161 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2022.

Based on Gradient Investments's 13F filing for Q2 2022, filed 11 Jul 2022.