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

LGT 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
2025 Q4	–	Sell	-779	Closed	-$27.6K	–	315
2025 Q3	$27.6K	Sell	779 -19	-2%	-$653	0.06%	160
2025 Q2	$26.2K	Buy	798 +43	+6%	+$1.35K	0.07%	142
2025 Q1	$22.9K	Buy	755 +147	+24%	+$4.29K	0.07%	144
2024 Q4	$16.5K	Buy	608 +596	+4,967%	+$16.8K	0.04%	345
2024 Q3	$354	Buy	+12	New	+$341	﹤0.01%	681
2024 Q2	–	Sell	-3,932	Closed	-$111K	–	820
2024 Q1	$111K	Sell	3,932 -1,055	-21%	-$28.3K	0.13%	166
2023 Q4	$132K	Sell	4,987 -3,473	-41%	-$88.3K	0.16%	142
2023 Q3	$215K	Sell	8,460 -123	-1%	-$3.17K	0.27%	79
2023 Q2	$218K	Buy	+8,583	New	+$217K	0.23%	110
2023 Q1	–	Sell	-14,274	Closed	-$331K	–	142
2022 Q4	$331K	Buy	+14,274	New	+$315K	0.39%	54

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LGT Financial Advisors's IVLU Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2025, closing a stake of 779 shares — an estimated $27.6K sold.

LGT Financial Advisors first reported a position in IVLU in Q4 2022 and held it in 10 quarters. The position peaked at $331K in Q4 2022. 340 funds tracked by Wall St. Rank hold IVLU as of Q4 2025.

LGT Financial Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 779 iShares MSCI Intl Value Factor ETF shares in Q4 2025, an estimated $27.6K.
LGT Financial Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and held it in 10 quarters.
LGT Financial Advisors's iShares MSCI Intl Value Factor ETF position peaked at $331K in Q4 2022.
340 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.