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Pinnacle Bancorp’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Pinnacle Bancorp’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
2022
Q2 		– Sell
-306
Closed -$8K – 764
2022
Q1 		$8K Buy
306
+2
+0.7% +$52 ﹤0.01% 619
2021
Q4 		$8K Hold
304
– – ﹤0.01% 625
2021
Q3 		$8K Hold
304
– – ﹤0.01% 624
2021
Q2 		$8K Hold
304
– – ﹤0.01% 624
2021
Q1 		$8K Buy
+304
New +$7.41K ﹤0.01% 619

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

Pinnacle Bancorp's IVLU Position: Q2 2022 in Review

Pinnacle Bancorp sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2022, closing a stake of 306 shares — an estimated $8K sold.

Pinnacle Bancorp first reported a position in IVLU in Q1 2021 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 161 funds tracked by Wall St. Rank hold IVLU as of Q2 2022.

  • Pinnacle Bancorp reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Bancorp sold 306 iShares MSCI Intl Value Factor ETF shares in Q2 2022, an estimated $8K.
  • Pinnacle Bancorp first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2021 and held it in 5 quarters.
  • Pinnacle Bancorp's iShares MSCI Intl Value Factor ETF position peaked at $8K in Q1 2022.
  • 161 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2022.

Based on Pinnacle Bancorp's 13F filing for Q2 2022, filed 12 Jul 2022.