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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
Q2 		$252K Buy
6,025
+15
+0.2% +$629 ﹤0.01% 1228
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 $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Perigon Wealth Management's IVLU Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.25% in Q2 2026, buying an estimated $629 and bringing the position to 6,025 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Perigon Wealth Management first reported a position in IVLU in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.28M in Q4 2025. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Perigon Wealth Management held 6,025 shares of iShares MSCI Intl Value Factor ETF worth $252K as of Q2 2026.
  • Perigon Wealth Management bought 15 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $629.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1228 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $5.28M in Q4 2025.
  • 378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.