Meridian Financial Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Meridian Financial Partners’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	$15.6M	Buy	368,005 +13,453	+4%	+$564K	5.31%	4
2026 Q1	$14.3M	Buy	354,552 +23,973	+7%	+$968K	5.42%	4
2025 Q4	$13M	Buy	330,579 +89,993	+37%	+$3.3M	5.15%	4
2025 Q3	$8.58M	Buy	240,586 +179,379	+293%	+$6.16M	3.56%	6
2025 Q2	$2.01M	Buy	+61,207	New	+$1.93M	0.95%	24

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Meridian Financial Partners's IVLU Position: Q2 2026 in Review

Meridian Financial Partners increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 3.8% in Q2 2026, buying an estimated $564K and bringing the position to 368,005 shares worth $15.6M. The position accounts for 5.31% of the portfolio, ranked #4.

Meridian Financial Partners first reported a position in IVLU in Q2 2025 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Meridian Financial Partners held 368,005 shares of iShares MSCI Intl Value Factor ETF worth $15.6M as of Q2 2026.
Meridian Financial Partners bought 13,453 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $564K.
iShares MSCI Intl Value Factor ETF made up 5.31% of Meridian Financial Partners's portfolio in Q2 2026, its #4 holding.
Meridian Financial Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.