Personal CFO Solutions’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Personal CFO Solutions’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	–	Sell	-8,995	Closed	-$357K	–	559
2026 Q1	$357K	Buy	+8,995	New	+$363K	0.05%	323
2024 Q4	–	Sell	-7,582	Closed	-$224K	–	541
2024 Q3	$224K	Buy	+7,582	New	+$215K	0.03%	507
2024 Q2	–	Sell	-8,170	Closed	-$231K	–	573
2024 Q1	$231K	Sell	8,170 -875	-10%	-$23.5K	0.04%	481
2023 Q4	$240K	Sell	9,045 -134	-1%	-$3.41K	0.04%	437
2023 Q3	$233K	Buy	9,179 +299	+3%	+$7.69K	0.05%	389
2023 Q2	$226K	Sell	8,880 -785	-8%	-$19.8K	0.05%	417
2023 Q1	$240K	Sell	9,665 -534	-5%	-$13.1K	0.05%	384
2022 Q4	$236K	Sell	10,199 -761	-7%	-$16.8K	0.05%	370
2022 Q3	$216K	Buy	+10,960	New	+$239K	0.05%	350

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Personal CFO Solutions's IVLU Position: Q2 2026 in Review

Personal CFO Solutions sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026, closing a stake of 8,995 shares — an estimated $357K sold.

Personal CFO Solutions first reported a position in IVLU in Q3 2022 and held it in 9 quarters. The position peaked at $357K in Q1 2026. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Personal CFO Solutions reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 8,995 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $357K.
Personal CFO Solutions first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2022 and held it in 9 quarters.
Personal CFO Solutions's iShares MSCI Intl Value Factor ETF position peaked at $357K in Q1 2026.
378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.