MB Generational Wealth’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $435K | Buy |
14,338
+5,962
| +71% | +$181K | 0.32% | 33 |
|
|
2024
Q4 | $227K | Hold |
8,376
| – | – | 0.17% | 45 |
|
|
2024
Q3 | $247K | Hold |
8,376
| – | – | 0.18% | 50 |
|
|
2024
Q2 | $230K | Hold |
8,376
| – | – | 0.18% | 49 |
|
|
2024
Q1 | $236K | Sell |
8,376
-118
| -1% | -$3.33K | 0.19% | 46 |
|
|
2023
Q4 | $225K | Buy |
+8,494
| New | +$225K | 0.21% | 44 |
|