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Greykasell Wealth Strategies’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Greykasell Wealth Strategies’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
2025
Q3 		– Sell
-70
Closed -$2.3K – 411
2025
Q2 		$2.3K Sell
70
-95
-58% -$2.99K ﹤0.01% 300
2025
Q1 		$5K Buy
+165
New +$4.81K ﹤0.01% 300

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Greykasell Wealth Strategies's IVLU Position: Q3 2025 in Review

Greykasell Wealth Strategies sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2025, closing a stake of 70 shares — an estimated $2.3K sold.

Greykasell Wealth Strategies first reported a position in IVLU in Q1 2025 and held it in 2 quarters. The position peaked at $5K in Q1 2025. 301 funds tracked by Wall St. Rank hold IVLU as of Q3 2025.

  • Greykasell Wealth Strategies reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 70 iShares MSCI Intl Value Factor ETF shares in Q3 2025, an estimated $2.3K.
  • Greykasell Wealth Strategies first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2025 and held it in 2 quarters.
  • Greykasell Wealth Strategies's iShares MSCI Intl Value Factor ETF position peaked at $5K in Q1 2025.
  • 301 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2025.

Based on Greykasell Wealth Strategies's 13F filing for Q3 2025, filed 4 Nov 2025.