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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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return