MCC
IVLU icon

Money Concepts Capital’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Money Concepts Capital’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 		– Sell
-102,189
Closed -$4.05M – 649
2026
Q1 		$4.05M Buy
+102,189
New +$4.13M 0.22% 102
2023
Q1 		– Sell
-3,461
Closed -$80.2K – 1720
2022
Q4 		$80.2K Buy
+3,461
New +$76.3K ﹤0.01% 1066
2022
Q2 		– Sell
-2,725
Closed -$69K – 2052
2022
Q1 		$69K Buy
+2,725
New +$70.5K ﹤0.01% 1117

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Money Concepts Capital's IVLU Position: Q2 2026 in Review

Money Concepts Capital sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026, closing a stake of 102,189 shares — an estimated $4.05M sold.

Money Concepts Capital first reported a position in IVLU in Q1 2022 and held it in 3 quarters. The position peaked at $4.05M in Q1 2026. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Money Concepts Capital reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Money Concepts Capital sold 102,189 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $4.05M.
  • Money Concepts Capital first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's iShares MSCI Intl Value Factor ETF position peaked at $4.05M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.