OPS
IVLU icon

Orion Portfolio Solutions’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-1,224
Closed -$24K – 1246
2020
Q2 		$24K Buy
+1,224
New +$23K ﹤0.01% 894

Other funds holding IVLU

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Orion Portfolio Solutions's IVLU Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2020, closing a stake of 1,224 shares — an estimated $24K sold.

Orion Portfolio Solutions first reported a position in IVLU in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 49 funds tracked by Wall St. Rank hold IVLU as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,224 iShares MSCI Intl Value Factor ETF shares in Q3 2020, an estimated $24K.
  • Orion Portfolio Solutions first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's iShares MSCI Intl Value Factor ETF position peaked at $24K in Q2 2020.
  • 49 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.