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International Assets Investment Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

International Assets Investment Management’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
Q3 		– Sell
-20
Closed -$549 – 2223
2024
Q2 		$549 Buy
+20
New +$564 ﹤0.01% 2167

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

International Assets Investment Management's IVLU Position: Q3 2024 in Review

International Assets Investment Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2024, closing a stake of 20 shares — an estimated $549 sold.

International Assets Investment Management first reported a position in IVLU in Q2 2024 and held it in 1 quarter. The position peaked at $549 in Q2 2024. 239 funds tracked by Wall St. Rank hold IVLU as of Q3 2024.

  • International Assets Investment Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 20 iShares MSCI Intl Value Factor ETF shares in Q3 2024, an estimated $549.
  • International Assets Investment Management first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's iShares MSCI Intl Value Factor ETF position peaked at $549 in Q2 2024.
  • 239 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.