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 Q2	–	Sell	-57,140	Closed	-$2.27M	–	1473
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 $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Kingsview Wealth Management's IVLU Position: Q2 2026 in Review

Kingsview Wealth Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026, closing a stake of 57,140 shares — an estimated $2.27M sold.

Kingsview Wealth Management first reported a position in IVLU in Q2 2021 and held it in 4 quarters. The position peaked at $5.57M in Q4 2025. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Kingsview Wealth Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2026 after selling out during the quarter.
Kingsview Wealth Management sold 57,140 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $2.27M.
Kingsview Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2021 and held it in 4 quarters.
Kingsview Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $5.57M in Q4 2025.
378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.