Lauterbach Financial Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Lauterbach Financial Advisors’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	$800K	Buy	19,121 +3,254	+21%	+$136K	0.34%	40
2026 Q1	$630K	Hold	15,867	–	–	0.31%	44
2025 Q4	$604K	Buy	15,867 +44	+0.3%	+$1.61K	0.3%	41
2025 Q3	$561K	Hold	15,823	–	–	0.28%	45
2025 Q2	$520K	Buy	15,823 +346	+2%	+$10.9K	0.29%	44
2025 Q1	$469K	Hold	15,477	–	–	0.29%	46
2024 Q4	$420K	Buy	15,477 +874	+6%	+$24.6K	0.25%	44
2024 Q3	$431K	Buy	14,603 +494	+4%	+$14K	0.26%	43
2024 Q2	$382K	Buy	14,109 +663	+5%	+$18.7K	0.25%	42
2024 Q1	$380K	Buy	13,446 +783	+6%	+$21K	0.25%	41
2023 Q4	$336K	Buy	12,663 +573	+5%	+$14.6K	0.23%	40
2023 Q3	$307K	Buy	12,090 +459	+4%	+$11.8K	0.24%	40
2023 Q2	$296K	Buy	11,631 +1,427	+14%	+$36K	0.23%	44
2023 Q1	$253K	Buy	10,204 +289	+3%	+$7.1K	0.2%	46
2022 Q4	$230K	Buy	+9,915	New	+$219K	0.2%	47

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

Lauterbach Financial Advisors's IVLU Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 21% in Q2 2026, buying an estimated $136K and bringing the position to 19,121 shares worth $800K. The position accounts for 0.34% of the portfolio, ranked #40.

Lauterbach Financial Advisors first reported a position in IVLU in Q4 2022 and has held it in 15 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Lauterbach Financial Advisors held 19,121 shares of iShares MSCI Intl Value Factor ETF worth $800K as of Q2 2026.
Lauterbach Financial Advisors bought 3,254 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $136K.
iShares MSCI Intl Value Factor ETF made up 0.34% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #40 holding.
Lauterbach Financial Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and has held it in 15 quarters since.
378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.