My Legacy Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

My Legacy 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
2025 Q2	$801K	Sell	24,065 -456	-2%	-$14.3K	0.29%	101
2025 Q1	$743K	Sell	24,521 -83	-0.3%	-$2.42K	0.29%	103
2024 Q4	$670K	Sell	24,604 -559	-2%	-$15.7K	0.26%	107
2024 Q3	$743K	Sell	25,163 -6,700	-21%	-$190K	0.29%	103
2024 Q2	$874K	Sell	31,863 -1,884	-6%	-$53.1K	0.28%	98
2024 Q1	$953K	Sell	33,747 -2,093	-6%	-$56.2K	0.32%	89
2023 Q4	$950K	Sell	35,840 -654	-2%	-$16.6K	0.34%	87
2023 Q3	$895K	Buy	36,494 +320	+0.9%	+$8.23K	0.36%	82
2023 Q2	$946K	Buy	36,174 +5,805	+19%	+$147K	0.37%	80
2023 Q1	$760K	Buy	30,369 +652	+2%	+$16K	0.33%	106
2022 Q4	$738K	Sell	29,717 -3,544	-11%	-$78.2K	0.32%	117
2022 Q3	$664K	Buy	33,261 +20,485	+160%	+$447K	0.34%	109
2022 Q2	$276K	Buy	+12,776	New	+$309K	0.14%	181

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

My Legacy Advisors's IVLU Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.9% in Q2 2025, selling an estimated $14.3K and leaving 24,065 shares worth $801K. The position accounts for 0.29% of the portfolio, ranked #101.

My Legacy Advisors first reported a position in IVLU in Q2 2022 and has held it in 13 quarters since. The position peaked at $953K in Q1 2024. 281 funds tracked by Wall St. Rank hold IVLU as of Q2 2025.

My Legacy Advisors held 24,065 shares of iShares MSCI Intl Value Factor ETF worth $801K as of Q2 2025.
My Legacy Advisors sold 456 iShares MSCI Intl Value Factor ETF shares in Q2 2025, an estimated $14.3K.
iShares MSCI Intl Value Factor ETF made up 0.29% of My Legacy Advisors's portfolio in Q2 2025, its #101 holding.
My Legacy Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2022 and has held it in 13 quarters since.
My Legacy Advisors's iShares MSCI Intl Value Factor ETF position peaked at $953K in Q1 2024.
281 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.