Howe & Rusling’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Howe & Rusling’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 Q1	–	Sell	-38	Closed	-$1.03K	–	449
2024 Q4	$1.03K	Buy	+38	New	+$1.07K	﹤0.01%	405
2023 Q4	–	Sell	-1,829	Closed	-$46.4K	–	383
2023 Q3	$46.4K	Buy	+1,829	New	+$47.1K	0.01%	256

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Howe & Rusling's IVLU Position: Q1 2025 in Review

Howe & Rusling sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2025, closing a stake of 38 shares — an estimated $1.03K sold.

Howe & Rusling first reported a position in IVLU in Q3 2023 and held it in 2 quarters. The position peaked at $46.4K in Q3 2023. 261 funds tracked by Wall St. Rank hold IVLU as of Q1 2025.

Howe & Rusling reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2025 after selling out during the quarter.
Howe & Rusling sold 38 iShares MSCI Intl Value Factor ETF shares in Q1 2025, an estimated $1.03K.
Howe & Rusling first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2023 and held it in 2 quarters.
Howe & Rusling's iShares MSCI Intl Value Factor ETF position peaked at $46.4K in Q3 2023.
261 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.