Reilly Financial Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Reilly Financial Advisors’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
2021 Q4	$15K	Buy	+605	New	+$15.5K	﹤0.01%	626

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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Reilly Financial Advisors's IVLU Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2021: 605 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings.

124 funds tracked by Wall St. Rank hold IVLU as of Q4 2021.

Reilly Financial Advisors held 605 shares of iShares MSCI Intl Value Factor ETF worth $15K as of Q4 2021.
iShares MSCI Intl Value Factor ETF was a new Reilly Financial Advisors position in Q4 2021.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #626 holding.
124 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.