Painted Porch Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Painted Porch 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 Q4	–	Sell	-264	Closed	-$9.37K	–	245
2025 Q3	$9.37K	Hold	264	–	–	﹤0.01%	300
2025 Q2	$8.68K	Hold	264	–	–	﹤0.01%	290
2025 Q1	$8K	Hold	264	–	–	﹤0.01%	289
2024 Q4	$7.16K	Hold	264	–	–	﹤0.01%	298
2024 Q3	$7.8K	Buy	+264	New	+$7.5K	﹤0.01%	263

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

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

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Painted Porch Advisors's IVLU Position: Q4 2025 in Review

Painted Porch Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2025, closing a stake of 264 shares — an estimated $9.37K sold.

Painted Porch Advisors first reported a position in IVLU in Q3 2024 and held it in 5 quarters. The position peaked at $9.37K in Q3 2025. 342 funds tracked by Wall St. Rank hold IVLU as of Q4 2025.

Painted Porch Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 264 iShares MSCI Intl Value Factor ETF shares in Q4 2025, an estimated $9.37K.
Painted Porch Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2024 and held it in 5 quarters.
Painted Porch Advisors's iShares MSCI Intl Value Factor ETF position peaked at $9.37K in Q3 2025.
342 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.