Kohmann Bosshard Financial Services’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Kohmann Bosshard Financial Services’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	-4,450	Closed	-$169K	–	405
2025 Q4	$169K	Buy	+4,450	New	+$163K	0.02%	310
2025 Q1	–	Sell	-4,450	Closed	-$121K	–	530
2024 Q4	$121K	Buy	+4,450	New	+$125K	0.01%	233

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 $4.71B AUM 25.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Kohmann Bosshard Financial Services's IVLU Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026, closing a stake of 4,450 shares — an estimated $169K sold.

Kohmann Bosshard Financial Services first reported a position in IVLU in Q4 2024 and held it in 2 quarters. The position peaked at $169K in Q4 2025. 374 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 4,450 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $169K.
Kohmann Bosshard Financial Services first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and held it in 2 quarters.
Kohmann Bosshard Financial Services's iShares MSCI Intl Value Factor ETF position peaked at $169K in Q4 2025.
374 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.