HFS
IVLU icon

HBC Financial Services’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

HBC Financial Services’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
Q2 		– Sell
-36
Closed – – 174
2024
Q1 		$0 Hold
36
– – ﹤0.01% 175
2023
Q4 		$0 Hold
36
– – ﹤0.01% 184
2023
Q3 		$0 Hold
36
– – ﹤0.01% 189
2023
Q2 		$0 Buy
+36
New +$909 ﹤0.01% 194
2022
Q2 		– Sell
-348
Closed -$8K – 182
2022
Q1 		$8K Hold
348
– – 0.01% 124
2021
Q4 		$8K Buy
+348
New +$8.94K 0.01% 127

Other funds holding IVLU

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return