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Pallas Capital Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Pallas Capital 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
Q1 		– Sell
-7,782
Closed -$211K – 786
2024
Q4 		$211K Buy
+7,782
New +$219K 0.01% 544
2023
Q4 		– Sell
-11,468
Closed -$278K – 375
2023
Q3 		$278K Buy
+11,468
New +$295K 0.02% 296

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Pallas Capital Advisors's IVLU Position: Q1 2025 in Review

Pallas Capital Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2025, closing a stake of 7,782 shares — an estimated $211K sold.

Pallas Capital Advisors first reported a position in IVLU in Q3 2023 and held it in 2 quarters. The position peaked at $278K in Q3 2023. 261 funds tracked by Wall St. Rank hold IVLU as of Q1 2025.

  • Pallas Capital Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Pallas Capital Advisors sold 7,782 iShares MSCI Intl Value Factor ETF shares in Q1 2025, an estimated $211K.
  • Pallas Capital Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2023 and held it in 2 quarters.
  • Pallas Capital Advisors's iShares MSCI Intl Value Factor ETF position peaked at $278K in Q3 2023.
  • 261 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2025.

Based on Pallas Capital Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.