SEI Investments
IVLU icon

SEI Investments’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-914
Closed -$23K – 2972
2018
Q2 		$23K Sell
914
-135
-13% -$3.56K ﹤0.01% 2756
2018
Q1 		$27K Sell
1,049
-230
-18% -$6.17K ﹤0.01% 2560
2017
Q4 		$34K Buy
1,279
+1,021
+396% +$26.5K ﹤0.01% 2456
2017
Q3 		$7K Buy
+258
New +$6.4K ﹤0.01% 2772
2016
Q4 		– Sell
-419
Closed -$9K – 2991
2016
Q3 		$9K Buy
+419
New +$8.84K ﹤0.01% 2420

Other funds holding IVLU

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SHCM
Stokes & Hubbell Capital Management New Orleans, Louisiana $476M AUM 5.4% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return