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Intergy Private Wealth’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Intergy Private Wealth’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
2022
Q1 		– Sell
-14,804
Closed -$377K – 53
2021
Q4 		$377K Buy
+14,804
New +$380K 0.29% 39

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

Intergy Private Wealth's IVLU Position: Q1 2022 in Review

Intergy Private Wealth sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2022, closing a stake of 14,804 shares — an estimated $377K sold.

Intergy Private Wealth first reported a position in IVLU in Q4 2021 and held it in 1 quarter. The position peaked at $377K in Q4 2021. 157 funds tracked by Wall St. Rank hold IVLU as of Q1 2022.

  • Intergy Private Wealth reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Intergy Private Wealth sold 14,804 iShares MSCI Intl Value Factor ETF shares in Q1 2022, an estimated $377K.
  • Intergy Private Wealth first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2021 and held it in 1 quarter.
  • Intergy Private Wealth's iShares MSCI Intl Value Factor ETF position peaked at $377K in Q4 2021.
  • 157 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2022.

Based on Intergy Private Wealth's 13F filing for Q1 2022, filed 25 Apr 2022.