Ken Fisher
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Ken Fisher’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Ken Fisher’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
2026
Q1 		– Sell
-6,543
Closed -$249K – 1069
2025
Q4 		$249K Buy
+6,543
New +$240K ﹤0.01% 935

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ken Fisher's IVLU Position: Q1 2026 in Review

Ken Fisher sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026, closing a stake of 6,543 shares — an estimated $249K sold.

Ken Fisher first reported a position in IVLU in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 373 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

  • Ken Fisher reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Ken Fisher sold 6,543 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $249K.
  • Ken Fisher first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and held it in 1 quarter.
  • Ken Fisher's iShares MSCI Intl Value Factor ETF position peaked at $249K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.