MB Generational Wealth’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

MB Generational Wealth’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 Q1	$357K	Hold	8,985	–	–	0.2%	48
2025 Q4	$342K	Sell	8,985 -124	-1%	-$4.54K	0.18%	49
2025 Q3	$323K	Buy	+9,109	New	+$313K	0.21%	47
2025 Q1	$435K	Buy	14,338 +5,962	+71%	+$174K	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%	-$3.17K	0.19%	46
2023 Q4	$225K	Buy	+8,494	New	+$216K	0.21%	44

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 $3.75B AUM 21.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MB Generational Wealth's IVLU Position: Q1 2026 in Review

MB Generational Wealth held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q1 2026 at 8,985 shares worth $357K. The position accounts for 0.2% of the portfolio, ranked #48.

MB Generational Wealth first reported a position in IVLU in Q4 2023 and has held it in 9 quarters since. The position peaked at $435K in Q1 2025. 372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

MB Generational Wealth held 8,985 shares of iShares MSCI Intl Value Factor ETF worth $357K as of Q1 2026.
MB Generational Wealth left its iShares MSCI Intl Value Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Value Factor ETF made up 0.2% of MB Generational Wealth's portfolio in Q1 2026, its #48 holding.
MB Generational Wealth first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and has held it in 9 quarters since.
MB Generational Wealth's iShares MSCI Intl Value Factor ETF position peaked at $435K in Q1 2025.
372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.