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Hobbs Group Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Hobbs Group Advisors’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
Q4 		– Sell
-331
Closed -$9.77K – 383
2024
Q3 		$9.77K Hold
331
– – ﹤0.01% 421
2024
Q2 		$9.08K Buy
+331
New +$9.33K ﹤0.01% 394
2023
Q4 		$8.78K Buy
+331
New +$8.42K ﹤0.01% 369

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hobbs Group Advisors's IVLU Position: Q4 2024 in Review

Hobbs Group Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2024, closing a stake of 331 shares — an estimated $9.77K sold.

Hobbs Group Advisors first reported a position in IVLU in Q4 2023 and held it in 3 quarters. The position peaked at $9.77K in Q3 2024. 266 funds tracked by Wall St. Rank hold IVLU as of Q4 2024.

  • Hobbs Group Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 331 iShares MSCI Intl Value Factor ETF shares in Q4 2024, an estimated $9.77K.
  • Hobbs Group Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's iShares MSCI Intl Value Factor ETF position peaked at $9.77K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.