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

Kingsview 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
2026 Q1	$2.27M	Sell	57,140 -89,131	-61%	-$3.6M	0.03%	484
2025 Q4	$5.57M	Buy	146,271 +15,909	+12%	+$583K	0.08%	257
2025 Q3	$4.63M	Buy	+130,362	New	+$4.48M	0.07%	282
2021 Q3	–	Sell	-29,522	Closed	-$765K	–	946
2021 Q2	$765K	Buy	+29,522	New	+$773K	0.04%	442

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kingsview Wealth Management's IVLU Position: Q1 2026 in Review

Kingsview Wealth Management reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 61% in Q1 2026, selling an estimated $3.6M and leaving 57,140 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #484.

Kingsview Wealth Management first reported a position in IVLU in Q2 2021 and has held it in 4 quarters since. The position peaked at $5.57M in Q4 2025. 372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Kingsview Wealth Management held 57,140 shares of iShares MSCI Intl Value Factor ETF worth $2.27M as of Q1 2026.
Kingsview Wealth Management sold 89,131 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $3.6M.
iShares MSCI Intl Value Factor ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #484 holding.
Kingsview Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2021 and has held it in 4 quarters since.
Kingsview Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $5.57M in Q4 2025.
372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.