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

Sequoia 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
2026 Q2	$1.91M	Sell	45,563 -418	-0.9%	-$17.5K	0.01%	648
2026 Q1	$1.82M	Sell	45,981 -616	-1%	-$24.9K	0.01%	635
2025 Q4	$1.77M	Sell	46,597 -4,531	-9%	-$166K	0.01%	623
2025 Q3	$1.81M	Sell	51,128 -847	-2%	-$29.1K	0.01%	563
2025 Q2	$1.71M	Buy	51,975 +196	+0.4%	+$6.17K	0.01%	507
2025 Q1	$1.57M	Sell	51,779 -414	-0.8%	-$12.1K	0.01%	491
2024 Q4	$1.41M	Sell	52,193 -3,278	-6%	-$92.3K	0.01%	487
2024 Q3	$1.64M	Sell	55,471 -22,315	-29%	-$634K	0.02%	421
2024 Q2	$2.13M	Sell	77,786 -32,256	-29%	-$909K	0.03%	311
2024 Q1	$3.11M	Sell	110,042 -1,305,088	-92%	-$35M	0.04%	261
2023 Q4	$37.5M	Buy	1,415,130 +983,799	+228%	+$25M	0.47%	43
2023 Q3	$10.9M	Buy	431,331 +2,080	+0.5%	+$53.5K	0.19%	94
2023 Q2	$10.9M	Buy	+429,251	New	+$10.8M	0.19%	90

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sequoia Financial Advisors's IVLU Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.91% in Q2 2026, selling an estimated $17.5K and leaving 45,563 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #648.

Sequoia Financial Advisors first reported a position in IVLU in Q2 2023 and has held it in 13 quarters since. The position peaked at $37.5M in Q4 2023. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Sequoia Financial Advisors held 45,563 shares of iShares MSCI Intl Value Factor ETF worth $1.91M as of Q2 2026.
Sequoia Financial Advisors sold 418 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $17.5K.
iShares MSCI Intl Value Factor ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #648 holding.
Sequoia Financial Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2023 and has held it in 13 quarters since.
Sequoia Financial Advisors's iShares MSCI Intl Value Factor ETF position peaked at $37.5M in Q4 2023.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.