IWAG
IVLU icon

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

Integer Wealth Advisors Group’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
2021
Q1 		$217K Buy
+8,499
New +$207K 0.12% 78

Other funds holding IVLU

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Integer Wealth Advisors Group's IVLU Position: Q1 2021 in Review

Integer Wealth Advisors Group opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2021: 8,499 shares worth $217K. The stake represents 0.12% of the portfolio and ranks #78 among its holdings.

81 funds tracked by Wall St. Rank hold IVLU as of Q1 2021.

  • Integer Wealth Advisors Group held 8,499 shares of iShares MSCI Intl Value Factor ETF worth $217K as of Q1 2021.
  • iShares MSCI Intl Value Factor ETF was a new Integer Wealth Advisors Group position in Q1 2021.
  • iShares MSCI Intl Value Factor ETF made up 0.12% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #78 holding.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.