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Moisand Fitzgerald Tamayo’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-208
Closed -$5.71K – 636
2024
Q2 		$5.71K Buy
+208
New +$5.86K ﹤0.01% 374

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IVLU Position: Q3 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2024, closing a stake of 208 shares — an estimated $5.71K sold.

Moisand Fitzgerald Tamayo first reported a position in IVLU in Q2 2024 and held it in 1 quarter. The position peaked at $5.71K in Q2 2024. 239 funds tracked by Wall St. Rank hold IVLU as of Q3 2024.

  • Moisand Fitzgerald Tamayo reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 208 iShares MSCI Intl Value Factor ETF shares in Q3 2024, an estimated $5.71K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2024 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's iShares MSCI Intl Value Factor ETF position peaked at $5.71K in Q2 2024.
  • 239 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2024, filed 9 Oct 2024.