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Running Point Capital Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Running Point Capital 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
2023
Q4 		– Sell
-2,276
Closed -$57.7K – 166
2023
Q3 		$57.7K Hold
2,276
– – 0.03% 113
2023
Q2 		$57.9K Sell
2,276
-40
-2% -$1.01K 0.03% 113
2023
Q1 		$57.4K Buy
2,316
+40
+2% +$982 0.03% 108
2022
Q4 		$52.7K Hold
2,276
– – 0.03% 160
2022
Q3 		$45K Hold
2,276
– – 0.03% 158
2022
Q2 		$50K Hold
2,276
– – 0.03% 157
2022
Q1 		$58K Buy
+2,276
New +$58.9K 0.03% 154
2021
Q4 		– Sell
-55
Closed -$1K – 145
2021
Q3 		$1K Sell
55
-38
-41% -$984 ﹤0.01% 161
2021
Q2 		$2K Hold
93
– – ﹤0.01% 150
2021
Q1 		$2K Buy
+93
New +$2.27K ﹤0.01% 132

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return