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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
Q3 		$19.6K Sell
457
-125
-21% -$5.45K 0.01% 391
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

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Noble Wealth Management PBC's IVLU Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 21% in Q3 2026, selling an estimated $5.45K and leaving 457 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #391.

Noble Wealth Management PBC first reported a position in IVLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $31K in Q1 2026. 18 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Noble Wealth Management PBC held 457 shares of iShares MSCI Intl Value Factor ETF worth $19.6K as of Q3 2026.
  • Noble Wealth Management PBC sold 125 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $5.45K.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #391 holding.
  • Noble Wealth Management PBC first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's iShares MSCI Intl Value Factor ETF position peaked at $31K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.