Sargent Bickham Lagudis’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$1.23K	Buy	+53	New	+$1.17K	﹤0.01%	952

Other funds holding IVLU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

ZCA

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

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

Sargent Bickham Lagudis's IVLU Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2022: 53 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings.

191 funds tracked by Wall St. Rank hold IVLU as of Q4 2022.

Sargent Bickham Lagudis held 53 shares of iShares MSCI Intl Value Factor ETF worth $1.23K as of Q4 2022.
iShares MSCI Intl Value Factor ETF was a new Sargent Bickham Lagudis position in Q4 2022.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #952 holding.
191 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.