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Maxwell Wealth Strategies’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$410K Hold
15,118
– – 0.17% 85
2024
Q3 		$435K Hold
15,118
– – 0.19% 82
2024
Q2 		$415K Hold
15,118
– – 0.2% 80
2024
Q1 		$436K Hold
15,118
– – 0.22% 83
2023
Q4 		$401K Buy
+15,118
New +$385K 0.26% 69

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Maxwell Wealth Strategies's IVLU Position: Q4 2024 in Review

Maxwell Wealth Strategies held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q4 2024 at 15,118 shares worth $410K. The position accounts for 0.17% of the portfolio, ranked #85.

Maxwell Wealth Strategies first reported a position in IVLU in Q4 2023 and has held it in 5 quarters since. The position peaked at $436K in Q1 2024. 266 funds tracked by Wall St. Rank hold IVLU as of Q4 2024.

  • Maxwell Wealth Strategies held 15,118 shares of iShares MSCI Intl Value Factor ETF worth $410K as of Q4 2024.
  • Maxwell Wealth Strategies left its iShares MSCI Intl Value Factor ETF share count unchanged in Q4 2024.
  • iShares MSCI Intl Value Factor ETF made up 0.17% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #85 holding.
  • Maxwell Wealth Strategies first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's iShares MSCI Intl Value Factor ETF position peaked at $436K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.