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

Semmax Financial 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
2025
Q2 		$2.67K Hold
78
– – ﹤0.01% 334
2025
Q1 		$2.46K Buy
+78
New +$2.27K ﹤0.01% 315

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Semmax Financial Advisors's IVLU Position: Q2 2025 in Review

Semmax Financial Advisors held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2025 at 78 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Semmax Financial Advisors first reported a position in IVLU in Q1 2025 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold IVLU as of Q2 2025.

  • Semmax Financial Advisors held 78 shares of iShares MSCI Intl Value Factor ETF worth $2.67K as of Q2 2025.
  • Semmax Financial Advisors left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2025.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #334 holding.
  • Semmax Financial Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2025 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.