MSWMA
IVLU icon

Market Street Wealth Management Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Market Street Wealth Management 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
2021
Q4 		– Sell
-9,512
Closed -$245K – 75
2021
Q3 		$245K Buy
+9,512
New +$246K 0.1% 63

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Market Street Wealth Management Advisors's IVLU Position: Q4 2021 in Review

Market Street Wealth Management Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2021, closing a stake of 9,512 shares — an estimated $245K sold.

Market Street Wealth Management Advisors first reported a position in IVLU in Q3 2021 and held it in 1 quarter. The position peaked at $245K in Q3 2021. 124 funds tracked by Wall St. Rank hold IVLU as of Q4 2021.

  • Market Street Wealth Management Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 9,512 iShares MSCI Intl Value Factor ETF shares in Q4 2021, an estimated $245K.
  • Market Street Wealth Management Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2021 and held it in 1 quarter.
  • Market Street Wealth Management Advisors's iShares MSCI Intl Value Factor ETF position peaked at $245K in Q3 2021.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2021.

Based on Market Street Wealth Management Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.