PPA
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Parametric Portfolio Associates’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Parametric Portfolio Associates’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
Q2 		– Sell
-20,895
Closed -$368K – 3964
2020
Q1 		$368K Sell
20,895
-36,476
-64% -$793K ﹤0.01% 3329
2019
Q4 		$1.4M Sell
57,371
-2,879
-5% -$68.6K ﹤0.01% 2891
2019
Q3 		$1.37M Buy
+60,250
New +$1.36M ﹤0.01% 2855
2018
Q4 		– Sell
-11,759
Closed -$299K – 3932
2018
Q3 		$299K Buy
+11,759
New +$295K ﹤0.01% 3612

Other funds holding IVLU

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return