Shared Vision Wealth Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Shared Vision Wealth Group’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	$1.06M	Sell	25,433 -296	-1%	-$12.4K	0.37%	44
2026 Q1	$1.02M	Buy	25,729 +86	+0.3%	+$3.47K	0.42%	40
2025 Q4	$1.03M	Sell	25,643 -367	-1%	-$13.4K	0.42%	37
2025 Q3	$926K	Sell	26,010 -526	-2%	-$18.1K	0.39%	39
2025 Q2	$874K	Sell	26,536 -216	-0.8%	-$6.79K	0.44%	36
2025 Q1	$811K	Sell	26,752 -2,582	-9%	-$75.3K	0.44%	36
2024 Q4	$795K	Buy	29,334 +5,340	+22%	+$150K	0.42%	33
2024 Q3	$709K	Hold	23,994	–	–	0.38%	37
2024 Q2	$658K	Sell	23,994 -2,522	-10%	-$71.1K	0.38%	37
2024 Q1	$749K	Sell	26,516 -1,470	-5%	-$39.5K	0.47%	29
2023 Q4	$742K	Buy	+27,986	New	+$712K	0.5%	29

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

Shared Vision Wealth Group's IVLU Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.2% in Q2 2026, selling an estimated $12.4K and leaving 25,433 shares worth $1.06M. The position accounts for 0.37% of the portfolio, ranked #44.

Shared Vision Wealth Group first reported a position in IVLU in Q4 2023 and has held it in 11 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Shared Vision Wealth Group held 25,433 shares of iShares MSCI Intl Value Factor ETF worth $1.06M as of Q2 2026.
Shared Vision Wealth Group sold 296 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $12.4K.
iShares MSCI Intl Value Factor ETF made up 0.37% of Shared Vision Wealth Group's portfolio in Q2 2026, its #44 holding.
Shared Vision Wealth Group first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and has held it in 11 quarters since.
378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.