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Kings Path Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Kings Path Partners’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
Q3 		– Sell
-23
Closed -$756 – 326
2025
Q2 		$756 Buy
+23
New +$724 ﹤0.01% 267

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kings Path Partners's IVLU Position: Q3 2025 in Review

Kings Path Partners sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2025, closing a stake of 23 shares — an estimated $756 sold.

Kings Path Partners first reported a position in IVLU in Q2 2025 and held it in 1 quarter. The position peaked at $756 in Q2 2025. 299 funds tracked by Wall St. Rank hold IVLU as of Q3 2025.

  • Kings Path Partners reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Kings Path Partners sold 23 iShares MSCI Intl Value Factor ETF shares in Q3 2025, an estimated $756.
  • Kings Path Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and held it in 1 quarter.
  • Kings Path Partners's iShares MSCI Intl Value Factor ETF position peaked at $756 in Q2 2025.
  • 299 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2025.

Based on Kings Path Partners's 13F filing for Q3 2025, filed 13 Jul 2026.