Horst & Graben Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Horst & Graben Wealth Management’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 Q2	$1.66M	Sell	39,749 -1,466	-4%	-$61.5K	0.22%	67
2026 Q1	$1.68M	Sell	41,215 -594	-1%	-$24K	0.23%	61
2025 Q4	$1.59M	Sell	41,809 -130	-0.3%	-$4.76K	0.24%	57
2025 Q3	$1.49M	Sell	41,939 -618	-1%	-$21.2K	0.23%	61
2025 Q2	$1.4M	Sell	42,557 -6,577	-13%	-$207K	0.23%	60
2025 Q1	$1.49M	Buy	49,134 +21,279	+76%	+$620K	0.27%	53
2024 Q4	$755K	Buy	27,855 +5,686	+26%	+$160K	0.13%	73
2024 Q3	$655K	Buy	22,169 +2,500	+13%	+$71K	0.12%	76
2024 Q2	$540K	Sell	19,669 -679	-3%	-$19.1K	0.1%	84
2024 Q1	$574K	Buy	20,348 +179	+0.9%	+$4.81K	0.12%	80
2023 Q4	$535K	Buy	20,169 +11,740	+139%	+$299K	0.12%	77
2023 Q3	$214K	Buy	+8,429	New	+$217K	0.05%	124

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Horst & Graben Wealth Management's IVLU Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 3.6% in Q2 2026, selling an estimated $61.5K and leaving 39,749 shares worth $1.66M. The position accounts for 0.22% of the portfolio, ranked #67.

Horst & Graben Wealth Management first reported a position in IVLU in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q1 2026. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Horst & Graben Wealth Management held 39,749 shares of iShares MSCI Intl Value Factor ETF worth $1.66M as of Q2 2026.
Horst & Graben Wealth Management sold 1,466 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $61.5K.
iShares MSCI Intl Value Factor ETF made up 0.22% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #67 holding.
Horst & Graben Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2023 and has held it in 12 quarters since.
Horst & Graben Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $1.68M in Q1 2026.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.