Peninsula Wealth’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Peninsula Wealth’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
2024 Q4	$13.6M	Buy	500,695 +205,659	+70%	+$5.79M	2.31%	9
2024 Q3	$8.51M	Buy	295,036 +24,191	+9%	+$687K	1.49%	15
2024 Q2	$7.75M	Buy	270,845 +11,939	+5%	+$337K	1.45%	16
2024 Q1	$7.31M	Buy	258,906 +138,780	+116%	+$3.73M	1.46%	15
2023 Q4	$3.18M	Buy	120,126 +103,696	+631%	+$2.64M	0.66%	19
2023 Q3	$398K	Buy	+16,430	New	+$423K	0.09%	52

Other funds holding IVLU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Peninsula Wealth's IVLU Position: Q4 2024 in Review

Peninsula Wealth increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 70% in Q4 2024, buying an estimated $5.79M and bringing the position to 500,695 shares worth $13.6M. The position accounts for 2.31% of the portfolio, ranked #9.

Peninsula Wealth first reported a position in IVLU in Q3 2023 and has held it in 6 quarters since. 266 funds tracked by Wall St. Rank hold IVLU as of Q4 2024.

Peninsula Wealth held 500,695 shares of iShares MSCI Intl Value Factor ETF worth $13.6M as of Q4 2024.
Peninsula Wealth bought 205,659 iShares MSCI Intl Value Factor ETF shares in Q4 2024, an estimated $5.79M.
iShares MSCI Intl Value Factor ETF made up 2.31% of Peninsula Wealth's portfolio in Q4 2024, its #9 holding.
Peninsula Wealth first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2023 and has held it in 6 quarters since.
266 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.