Sequoia Financial Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
51,975
+196
| +0.4% | +$6.45K | 0.01% | 505 |
|
|
2025
Q1 | $1.57M | Sell |
51,779
-414
| -0.8% | -$12.5K | 0.01% | 489 |
|
|
2024
Q4 | $1.41M | Sell |
52,193
-3,278
| -6% | -$88.9K | 0.01% | 485 |
|
|
2024
Q3 | $1.64M | Sell |
55,471
-22,315
| -29% | -$659K | 0.02% | 421 |
|
|
2024
Q2 | $2.13M | Sell |
77,786
-32,256
| -29% | -$885K | 0.03% | 310 |
|
|
2024
Q1 | $3.11M | Sell |
110,042
-1,305,088
| -92% | -$36.8M | 0.04% | 261 |
|
|
2023
Q4 | $37.5M | Buy |
1,415,130
+983,799
| +228% | +$26.1M | 0.47% | 43 |
|
|
2023
Q3 | $10.9M | Buy |
431,331
+2,080
| +0.5% | +$52.7K | 0.19% | 94 |
|
|
2023
Q2 | $10.9M | Buy |
+429,251
| New | +$10.9M | 0.19% | 90 |
|