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

Sanctuary 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
2026 Q2	$9.47M	Sell	226,441 -1,711	-0.7%	-$71.7K	0.04%	421
2026 Q1	$9.05M	Sell	228,152 -1,355	-0.6%	-$54.7K	0.05%	390
2025 Q4	$8.73M	Sell	229,507 -22,343	-9%	-$819K	0.05%	389
2025 Q3	$8.94M	Sell	251,850 -12,067	-5%	-$414K	0.05%	366
2025 Q2	$8.68M	Buy	263,917 +22,209	+9%	+$699K	0.05%	352
2025 Q1	$7.33M	Buy	241,708 +89,191	+58%	+$2.6M	0.05%	375
2024 Q4	$4.34M	Buy	152,517 +15,172	+11%	+$427K	0.03%	549
2024 Q3	$3.8M	Sell	137,345 -1,886	-1%	-$53.6K	0.02%	605
2024 Q2	$3.9M	Buy	+139,231	New	+$3.92M	0.03%	545

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sanctuary Advisors's IVLU Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.75% in Q2 2026, selling an estimated $71.7K and leaving 226,441 shares worth $9.47M. The position accounts for 0.04% of the portfolio, ranked #421.

Sanctuary Advisors first reported a position in IVLU in Q2 2024 and has held it in 9 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Sanctuary Advisors held 226,441 shares of iShares MSCI Intl Value Factor ETF worth $9.47M as of Q2 2026.
Sanctuary Advisors sold 1,711 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $71.7K.
iShares MSCI Intl Value Factor ETF made up 0.04% of Sanctuary Advisors's portfolio in Q2 2026, its #421 holding.
Sanctuary Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2024 and has held it in 9 quarters since.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.