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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
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
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 $1.47T 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 $3.73B AUM 21.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $93.1B AUM 61.18% 1-Year Est. Return