Moss Adams Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Moss Adams Wealth 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
2023 Q1	–	Sell	-109	Closed	-$2.53K	–	197
2022 Q4	$2.53K	Buy	+109	New	+$2.4K	﹤0.01%	163

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moss Adams Wealth Advisors's IVLU Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2023, closing a stake of 109 shares — an estimated $2.53K sold.

Moss Adams Wealth Advisors first reported a position in IVLU in Q4 2022 and held it in 1 quarter. The position peaked at $2.53K in Q4 2022. 191 funds tracked by Wall St. Rank hold IVLU as of Q1 2023.

Moss Adams Wealth Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 109 iShares MSCI Intl Value Factor ETF shares in Q1 2023, an estimated $2.53K.
Moss Adams Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and held it in 1 quarter.
Moss Adams Wealth Advisors's iShares MSCI Intl Value Factor ETF position peaked at $2.53K in Q4 2022.
191 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.