Morling Financial Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Morling Financial 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	$16.6K	Hold	397	–	–	﹤0.01%	110
2026 Q1	$15.8K	Hold	397	–	–	﹤0.01%	97
2025 Q4	$15.1K	Hold	397	–	–	﹤0.01%	93
2025 Q3	$14.1K	Hold	397	–	–	﹤0.01%	91
2025 Q2	$13.1K	Hold	397	–	–	﹤0.01%	92
2025 Q1	$12K	Hold	397	–	–	﹤0.01%	111
2024 Q4	$10.8K	Hold	397	–	–	﹤0.01%	111
2024 Q3	$11.7K	Hold	397	–	–	﹤0.01%	90
2024 Q2	$10.9K	Sell	397 -5,418	-93%	-$153K	﹤0.01%	80
2024 Q1	$164K	Buy	+5,815	New	+$156K	0.09%	65

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

Morling Financial Advisors's IVLU Position: Q2 2026 in Review

Morling Financial Advisors held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 397 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

Morling Financial Advisors first reported a position in IVLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $164K in Q1 2024. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Morling Financial Advisors held 397 shares of iShares MSCI Intl Value Factor ETF worth $16.6K as of Q2 2026.
Morling Financial Advisors left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Morling Financial Advisors's portfolio in Q2 2026, its #110 holding.
Morling Financial Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2024 and has held it in 10 quarters since.
Morling Financial Advisors's iShares MSCI Intl Value Factor ETF position peaked at $164K in Q1 2024.
378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.