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

Pinnacle Private Wealth’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	$242K	Buy	+10,910	New	+$264K	0.09%	229

Other funds holding IVLU

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

Pinnacle Private Wealth's IVLU Position: Q2 2022 in Review

Pinnacle Private Wealth opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2022: 10,910 shares worth $242K. The stake represents 0.09% of the portfolio and ranks #229 among its holdings.

161 funds tracked by Wall St. Rank hold IVLU as of Q2 2022.

Pinnacle Private Wealth held 10,910 shares of iShares MSCI Intl Value Factor ETF worth $242K as of Q2 2022.
iShares MSCI Intl Value Factor ETF was a new Pinnacle Private Wealth position in Q2 2022.
iShares MSCI Intl Value Factor ETF made up 0.09% of Pinnacle Private Wealth's portfolio in Q2 2022, its #229 holding.
161 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.