Moneta Group Investment Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Moneta Group Investment Advisors’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	$649K	Buy	15,513 +130	+0.8%	+$5.45K	﹤0.01%	488
2026 Q1	$610K	Buy	15,383 +111	+0.7%	+$4.48K	﹤0.01%	455
2025 Q4	$581K	Buy	15,272 +74	+0.5%	+$2.71K	﹤0.01%	463
2025 Q3	$539K	Sell	15,198 -148	-1%	-$5.08K	﹤0.01%	475
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%	-$28.4K	0.01%	453
2024 Q3	$483K	Sell	16,356 -1,605	-9%	-$45.6K	0.01%	410
2024 Q2	$493K	Buy	17,961 +2,615	+17%	+$73.7K	0.01%	390
2024 Q1	$433K	Sell	15,346 -44	-0.3%	-$1.18K	0.01%	407
2023 Q4	$408K	Buy	15,390 +1	+0%	+$25	0.01%	370
2023 Q3	$390K	Hold	15,389	–	–	0.01%	363
2023 Q2	$392K	Buy	+15,389	New	+$389K	0.01%	376

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

Moneta Group Investment Advisors's IVLU Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.85% in Q2 2026, buying an estimated $5.45K and bringing the position to 15,513 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Moneta Group Investment Advisors first reported a position in IVLU in Q2 2023 and has held it in 13 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Moneta Group Investment Advisors held 15,513 shares of iShares MSCI Intl Value Factor ETF worth $649K as of Q2 2026.
Moneta Group Investment Advisors bought 130 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $5.45K.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #488 holding.
Moneta Group Investment Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2023 and has held it in 13 quarters since.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.