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Sand Hill Global Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Sand Hill Global 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
2024
Q2 		– Sell
-11,126
Closed -$314K – 194
2024
Q1 		$314K Hold
11,126
– – 0.01% 138
2023
Q4 		$295K Sell
11,126
-76
-0.7% -$1.93K 0.01% 141
2023
Q3 		$284K Sell
11,202
-33,470
-75% -$861K 0.02% 133
2023
Q2 		$1.14M Buy
44,672
+1,201
+3% +$30.3K 0.06% 93
2023
Q1 		$1.08M Sell
43,471
-83,104
-66% -$2.04M 0.06% 96
2022
Q4 		$2.93M Buy
126,575
+109,653
+648% +$2.42M 0.17% 77
2022
Q3 		$334K Sell
16,922
-888
-5% -$19.4K 0.02% 133
2022
Q2 		$395K Buy
17,810
+242
+1% +$5.85K 0.02% 124
2022
Q1 		$447K Buy
17,568
+76
+0.4% +$1.97K 0.02% 115
2021
Q4 		$445K Buy
17,492
+911
+5% +$23.4K 0.03% 115
2021
Q3 		$426K Buy
16,581
+1,157
+8% +$30K 0.03% 117
2021
Q2 		$398K Buy
15,424
+853
+6% +$22.3K 0.02% 114
2021
Q1 		$369K Sell
14,571
-439
-3% -$10.7K 0.02% 107
2020
Q4 		$342K Buy
15,010
+805
+6% +$17.1K 0.02% 112
2020
Q3 		$278K Buy
+14,205
New +$283K 0.02% 111

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Bank of America
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Sand Hill Global Advisors's IVLU Position: Q2 2024 in Review

Sand Hill Global Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2024, closing a stake of 11,126 shares — an estimated $314K sold.

Sand Hill Global Advisors first reported a position in IVLU in Q3 2020 and held it in 15 quarters. The position peaked at $2.93M in Q4 2022. 231 funds tracked by Wall St. Rank hold IVLU as of Q2 2024.

  • Sand Hill Global Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Sand Hill Global Advisors sold 11,126 iShares MSCI Intl Value Factor ETF shares in Q2 2024, an estimated $314K.
  • Sand Hill Global Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2020 and held it in 15 quarters.
  • Sand Hill Global Advisors's iShares MSCI Intl Value Factor ETF position peaked at $2.93M in Q4 2022.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2024.

Based on Sand Hill Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.