PWM
IVLU icon

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

Perigon Wealth Management’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
2026
Q1 		$238K Sell
6,010
-132,682
-96% -$5.36M ﹤0.01% 1125
2025
Q4 		$5.28M Buy
138,692
+92,157
+198% +$3.38M 0.09% 195
2025
Q3 		$1.65M Buy
+46,535
New +$1.6M 0.03% 395

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Perigon Wealth Management's IVLU Position: Q1 2026 in Review

Perigon Wealth Management reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 96% in Q1 2026, selling an estimated $5.36M and leaving 6,010 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Perigon Wealth Management first reported a position in IVLU in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.28M in Q4 2025. 372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

  • Perigon Wealth Management held 6,010 shares of iShares MSCI Intl Value Factor ETF worth $238K as of Q1 2026.
  • Perigon Wealth Management sold 132,682 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $5.36M.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1125 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $5.28M in Q4 2025.
  • 372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.