PrairieView Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

PrairieView Partners’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
2025 Q2	$81K	Hold	2,471	–	–	0.01%	168
2025 Q1	$74K	Hold	2,471	–	–	0.01%	171
2024 Q4	$66K	Hold	2,471	–	–	0.01%	179
2024 Q3	$72K	Hold	2,471	–	–	0.01%	170
2024 Q2	$67K	Hold	2,471	–	–	0.01%	181
2024 Q1	$70K	Hold	2,471	–	–	0.01%	163
2023 Q4	$66K	Hold	2,471	–	–	0.01%	160
2023 Q3	$62K	Hold	2,471	–	–	0.01%	161
2023 Q2	$62K	Hold	2,471	–	–	0.01%	180
2023 Q1	$61K	Buy	+2,471	New	+$60.7K	0.01%	171

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

PrairieView Partners's IVLU Position: Q2 2025 in Review

PrairieView Partners held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2025 at 2,471 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #168.

PrairieView Partners first reported a position in IVLU in Q1 2023 and has held it in 10 quarters since. 281 funds tracked by Wall St. Rank hold IVLU as of Q2 2025.

PrairieView Partners held 2,471 shares of iShares MSCI Intl Value Factor ETF worth $81K as of Q2 2025.
PrairieView Partners left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2025.
iShares MSCI Intl Value Factor ETF made up 0.01% of PrairieView Partners's portfolio in Q2 2025, its #168 holding.
PrairieView Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2023 and has held it in 10 quarters since.
281 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.