Ruedi Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Ruedi Wealth Management’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	–	Sell	-66	Closed	-$2K	–	190
2025 Q1	$2K	Hold	66	–	–	﹤0.01%	259
2024 Q4	$1.79K	Sell	66 -2	-3%	-$56	﹤0.01%	269
2024 Q3	$2K	Hold	68	–	–	﹤0.01%	270
2024 Q2	$1.86K	Sell	68 -2	-3%	-$56	﹤0.01%	329
2024 Q1	$1.98K	Hold	70	–	–	﹤0.01%	230
2023 Q4	$1.86K	Buy	70 +2	+3%	+$51	﹤0.01%	211
2023 Q3	$1.74K	Hold	68	–	–	﹤0.01%	187
2023 Q2	$1.74K	Sell	68 -5	-7%	-$126	﹤0.01%	194
2023 Q1	$1.81K	Hold	73	–	–	﹤0.01%	225
2022 Q4	$1.69K	Buy	+73	New	+$1.61K	﹤0.01%	210

Other funds holding IVLU

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

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

Ruedi Wealth Management's IVLU Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2025, closing a stake of 66 shares — an estimated $2K sold.

Ruedi Wealth Management first reported a position in IVLU in Q4 2022 and held it in 10 quarters. The position peaked at $2K in Q1 2025. 282 funds tracked by Wall St. Rank hold IVLU as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 66 iShares MSCI Intl Value Factor ETF shares in Q2 2025, an estimated $2K.
Ruedi Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $2K in Q1 2025.
282 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.