Moneta Group Investment Advisors’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
Q2 | $505K | Hold |
15,346
| – | – | 0.01% | 435 |
|
|
2025
Q1 | $465K | Hold |
15,346
| – | – | 0.01% | 432 |
|
|
2024
Q4 | $416K | Sell |
15,346
-1,010
| -6% | -$27.4K | 0.01% | 453 |
|
|
2024
Q3 | $483K | Sell |
16,356
-1,605
| -9% | -$47.4K | 0.01% | 410 |
|
|
2024
Q2 | $493K | Buy |
17,961
+2,615
| +17% | +$71.8K | 0.01% | 390 |
|
|
2024
Q1 | $433K | Sell |
15,346
-44
| -0.3% | -$1.24K | 0.01% | 407 |
|
|
2023
Q4 | $408K | Buy |
15,390
+1
| +0% | +$27 | 0.01% | 370 |
|
|
2023
Q3 | $390K | Hold |
15,389
| – | – | 0.01% | 363 |
|
|
2023
Q2 | $392K | Buy |
+15,389
| New | +$392K | 0.01% | 376 |
|