Intelligence Driven Advisers’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Intelligence Driven Advisers’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	-19,742	Closed	-$583K	–	114
2024 Q3	$583K	Sell	19,742 -6,043	-23%	-$172K	0.08%	63
2024 Q2	$708K	Hold	25,785	–	–	0.1%	54
2024 Q1	$728K	Hold	25,785	–	–	0.11%	51
2023 Q4	$679K	Sell	25,785 -13,628	-35%	-$347K	0.11%	44
2023 Q3	$972K	Sell	39,413 -752	-2%	-$19.4K	0.17%	35
2023 Q2	$1,000K	Sell	40,165 -196	-0.5%	-$4.95K	0.18%	43
2023 Q1	$1M	Buy	40,361 +806	+2%	+$19.8K	0.18%	41
2022 Q4	$948K	Sell	39,555 -336,655	-89%	-$7.42M	0.17%	43
2022 Q3	$7.65M	Buy	376,210 +110,947	+42%	+$2.42M	1.54%	24
2022 Q2	$5.69M	Sell	265,263 -113,038	-30%	-$2.73M	1.11%	28
2022 Q1	$9.52M	Sell	378,301 -58,880	-13%	-$1.52M	1.74%	19
2021 Q4	$11.4M	Buy	+437,181	New	+$11.2M	2.09%	19

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

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

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

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

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

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

Intelligence Driven Advisers's IVLU Position: Q4 2024 in Review

Intelligence Driven Advisers sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2024, closing a stake of 19,742 shares — an estimated $583K sold.

Intelligence Driven Advisers first reported a position in IVLU in Q4 2021 and held it in 12 quarters. The position peaked at $11.4M in Q4 2021. 266 funds tracked by Wall St. Rank hold IVLU as of Q4 2024.

Intelligence Driven Advisers reported no remaining iShares MSCI Intl Value Factor ETF position as of Q4 2024 after selling out during the quarter.
Intelligence Driven Advisers sold 19,742 iShares MSCI Intl Value Factor ETF shares in Q4 2024, an estimated $583K.
Intelligence Driven Advisers first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2021 and held it in 12 quarters.
Intelligence Driven Advisers's iShares MSCI Intl Value Factor ETF position peaked at $11.4M in Q4 2021.
266 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2024.

Based on Intelligence Driven Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.