SFMG Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

SFMG Wealth 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 Q1	$837K	Hold	21,083	–	–	0.06%	129
2025 Q4	$802K	Hold	21,083	–	–	0.05%	129
2025 Q3	$748K	Buy	+21,083	New	+$724K	0.05%	127

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFMG Wealth Advisors's IVLU Position: Q1 2026 in Review

SFMG Wealth Advisors held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q1 2026 at 21,083 shares worth $837K. The position accounts for 0.06% of the portfolio, ranked #129.

SFMG Wealth Advisors first reported a position in IVLU in Q3 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

SFMG Wealth Advisors held 21,083 shares of iShares MSCI Intl Value Factor ETF worth $837K as of Q1 2026.
SFMG Wealth Advisors left its iShares MSCI Intl Value Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Value Factor ETF made up 0.06% of SFMG Wealth Advisors's portfolio in Q1 2026, its #129 holding.
SFMG Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 3 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.