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Northwest Financial Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-314
Closed -$9.27K – 322
2024
Q3 		$9.27K Buy
+314
New +$8.92K 0.01% 402

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwest Financial Advisors's IVLU Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2024, closing a stake of 314 shares — an estimated $9.27K sold.

Northwest Financial Advisors first reported a position in IVLU in Q3 2024 and held it in 1 quarter. The position peaked at $9.27K in Q3 2024. 266 funds tracked by Wall St. Rank hold IVLU as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 314 iShares MSCI Intl Value Factor ETF shares in Q4 2024, an estimated $9.27K.
  • Northwest Financial Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's iShares MSCI Intl Value Factor ETF position peaked at $9.27K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.