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

Mayflower 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 		$1.75M Sell
41,890
-10,535
-20% -$442K 0.15% 126
2026
Q1 		$2.08M Sell
52,425
-1,628
-3% -$65.7K 0.25% 95
2025
Q4 		$2.06M Sell
54,053
-2,394
-4% -$87.7K 0.25% 91
2025
Q3 		$2M Sell
56,447
-5,895
-9% -$202K 0.25% 91
2025
Q2 		$2.05M Buy
62,342
+15,600
+33% +$491K 0.29% 81
2025
Q1 		$1.42M Sell
46,742
-28,228
-38% -$823K 0.22% 110
2024
Q4 		$2.03M Buy
74,970
+26,034
+53% +$733K 0.3% 76
2024
Q3 		$1.45M Buy
48,936
+2,080
+4% +$59.1K 0.22% 100
2024
Q2 		$1.29M Sell
46,856
-9,253
-16% -$261K 0.21% 103
2024
Q1 		$1.58M Sell
56,109
-2,949
-5% -$79.2K 0.26% 87
2023
Q4 		$1.57M Sell
59,058
-18,157
-24% -$462K 0.22% 95
2023
Q3 		$1.96M Buy
77,215
+1,313
+2% +$33.8K 0.29% 71
2023
Q2 		$1.93M Buy
75,902
+916
+1% +$23.1K 0.25% 81
2023
Q1 		$1.86M Sell
74,986
-3,481
-4% -$85.5K 0.24% 81
2022
Q4 		$1.82M Buy
78,467
+6,540
+9% +$144K 0.25% 78
2022
Q3 		$1.42M Buy
71,927
+21,298
+42% +$465K 0.23% 83
2022
Q2 		$1.12M Buy
50,629
+29,557
+140% +$715K 0.17% 107
2022
Q1 		$536K Buy
+21,072
New +$545K 0.07% 190

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Mayflower Financial Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 20% in Q2 2026, selling an estimated $442K and leaving 41,890 shares worth $1.75M. The position accounts for 0.15% of the portfolio, ranked #126.

Mayflower Financial Advisors first reported a position in IVLU in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.08M in Q1 2026. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Mayflower Financial Advisors held 41,890 shares of iShares MSCI Intl Value Factor ETF worth $1.75M as of Q2 2026.
  • Mayflower Financial Advisors sold 10,535 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $442K.
  • iShares MSCI Intl Value Factor ETF made up 0.15% of Mayflower Financial Advisors's portfolio in Q2 2026, its #126 holding.
  • Mayflower Financial Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • Mayflower Financial Advisors's iShares MSCI Intl Value Factor ETF position peaked at $2.08M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.