Noble Wealth Management PBC’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Noble Wealth Management PBC’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	$24.3K	Sell	582 -200	-26%	-$8.39K	0.01%	365
2026 Q1	$31K	Hold	782	–	–	0.02%	319
2025 Q4	$29.8K	Sell	782 -50	-6%	-$1.83K	0.01%	328
2025 Q3	$29.5K	Buy	+832	New	+$28.6K	0.02%	311
2025 Q1	$25.2K	Sell	832 -51	-6%	-$1.49K	0.02%	277
2024 Q4	$23.9K	Buy	+883	New	+$24.9K	0.02%	257

Other funds holding IVLU

KCM

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

ACM

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

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Noble Wealth Management PBC's IVLU Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 26% in Q2 2026, selling an estimated $8.39K and leaving 582 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #365.

Noble Wealth Management PBC first reported a position in IVLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $31K in Q1 2026. 157 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Noble Wealth Management PBC held 582 shares of iShares MSCI Intl Value Factor ETF worth $24.3K as of Q2 2026.
Noble Wealth Management PBC sold 200 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $8.39K.
iShares MSCI Intl Value Factor ETF made up 0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #365 holding.
Noble Wealth Management PBC first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's iShares MSCI Intl Value Factor ETF position peaked at $31K in Q1 2026.
157 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.