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JP Morgan Private Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q2 		– Sell
-9,404
Closed -$233K – 1695
2023
Q1 		$233K Buy
+9,404
New +$231K ﹤0.01% 1767

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 $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IVLU Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2023, closing a stake of 9,404 shares — an estimated $233K sold.

JP Morgan Private Wealth Advisors first reported a position in IVLU in Q1 2023 and held it in 1 quarter. The position peaked at $233K in Q1 2023. 196 funds tracked by Wall St. Rank hold IVLU as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,404 iShares MSCI Intl Value Factor ETF shares in Q2 2023, an estimated $233K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2023 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's iShares MSCI Intl Value Factor ETF position peaked at $233K in Q1 2023.
  • 196 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.