Schroder Investment Management Group
IVLU icon

Schroder Investment Management Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Schroder Investment Management Group’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
Q1 		– Sell
-22,057
Closed -$585K – 1221
2023
Q4 		$585K Buy
22,057
+506
+2% +$12.9K ﹤0.01% 1069
2023
Q3 		$547K Sell
21,551
-2,599
-11% -$66.9K ﹤0.01% 1082
2023
Q2 		$615K Sell
24,150
-1,639
-6% -$41.4K ﹤0.01% 1101
2023
Q1 		$639K Sell
25,789
-2,919
-10% -$71.7K ﹤0.01% 1110
2022
Q4 		$665K Buy
+28,708
New +$633K ﹤0.01% 1100

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return