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Leo Wealth LLC’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Leo Wealth LLC’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 		$428K Hold
10,779
– – 0.03% 289
2025
Q4 		$410K Buy
+10,779
New +$395K 0.03% 290
2025
Q1 		– Sell
-9,105
Closed -$247K – 323
2024
Q4 		$247K Sell
9,105
-6,865
-43% -$193K 0.02% 312
2024
Q3 		$472K Sell
15,970
-5,483
-26% -$156K 0.04% 233
2024
Q2 		$591K Sell
21,453
-262,754
-92% -$7.41M 0.06% 202
2024
Q1 		$8.01M Buy
284,207
+12,450
+5% +$334K 0.82% 25
2023
Q4 		$7.28M Buy
+271,757
New +$6.91M 0.75% 24

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 $1.47T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return