Mosaic Financial Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Mosaic Financial Group’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	$200K	Buy	+4,787	New	+$201K	0.13%	132

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

Mosaic Financial Group's IVLU Position: Q2 2026 in Review

Mosaic Financial Group opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 4,787 shares worth $200K. The stake represents 0.13% of the portfolio and ranks #132 among its holdings.

376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Mosaic Financial Group held 4,787 shares of iShares MSCI Intl Value Factor ETF worth $200K as of Q2 2026.
iShares MSCI Intl Value Factor ETF was a new Mosaic Financial Group position in Q2 2026.
iShares MSCI Intl Value Factor ETF made up 0.13% of Mosaic Financial Group's portfolio in Q2 2026, its #132 holding.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.