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KFG Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

KFG Wealth 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
2025
Q2 		– Sell
-83,794
Closed -$2.54M – 205
2025
Q1 		$2.54M Buy
+83,794
New +$2.44M 0.46% 36

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

KFG Wealth Management's IVLU Position: Q2 2025 in Review

KFG Wealth Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2025, closing a stake of 83,794 shares — an estimated $2.54M sold.

KFG Wealth Management first reported a position in IVLU in Q1 2025 and held it in 1 quarter. The position peaked at $2.54M in Q1 2025. 281 funds tracked by Wall St. Rank hold IVLU as of Q2 2025.

  • KFG Wealth Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2025 after selling out during the quarter.
  • KFG Wealth Management sold 83,794 iShares MSCI Intl Value Factor ETF shares in Q2 2025, an estimated $2.54M.
  • KFG Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2025 and held it in 1 quarter.
  • KFG Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $2.54M in Q1 2025.
  • 281 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2025.

Based on KFG Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.