Intentional Wealth Strategies’s iShares MSCI Emerging Markets Value Factor ETF EVLU Stock Holding History

Intentional Wealth Strategies’s Portfolio EVLU Stock Details EVLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-538	Closed	-$18K	–	931
2026 Q1	$18K	Buy	+538	New	+$18.6K	0.02%	288

Other funds holding EVLU

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intentional Wealth Strategies's EVLU Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of iShares MSCI Emerging Markets Value Factor ETF (EVLU) in Q2 2026, closing a stake of 538 shares — an estimated $18K sold.

Intentional Wealth Strategies first reported a position in EVLU in Q1 2026 and held it in 1 quarter. The position peaked at $18K in Q1 2026. 4 funds tracked by Wall St. Rank hold EVLU as of Q2 2026.

Intentional Wealth Strategies reported no remaining iShares MSCI Emerging Markets Value Factor ETF position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 538 iShares MSCI Emerging Markets Value Factor ETF shares in Q2 2026, an estimated $18K.
Intentional Wealth Strategies first reported a position in iShares MSCI Emerging Markets Value Factor ETF in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's iShares MSCI Emerging Markets Value Factor ETF position peaked at $18K in Q1 2026.
4 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Value Factor ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.