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

Paradigm 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
2021 Q4	$1.11M	Sell	43,570 -945	-2%	-$24.3K	0.25%	73
2021 Q3	$1.14M	Buy	44,515 +305	+0.7%	+$7.9K	0.26%	75
2021 Q2	$1.14M	Buy	44,210 +36,085	+444%	+$945K	0.25%	78
2021 Q1	$205K	Buy	+8,125	New	+$198K	0.05%	183

Other funds holding IVLU

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $243M AUM 17.78% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return