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ShoreHaven Wealth Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

ShoreHaven Wealth Partners’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 		$5.41M Sell
129,310
-497
-0.4% -$20.8K 1.7% 16
2026
Q1 		$5.15M Sell
129,807
-4,933
-4% -$199K 1.85% 16
2025
Q4 		$5.13M Buy
134,740
+542
+0.4% +$19.9K 1.84% 18
2025
Q3 		$4.76M Sell
134,198
-439
-0.3% -$15.1K 1.76% 17
2025
Q2 		$4.43M Buy
134,637
+409
+0.3% +$12.9K 1.81% 16
2025
Q1 		$4.07M Buy
134,228
+9,559
+8% +$279K 1.95% 16
2024
Q4 		$3.38M Sell
124,669
-778
-0.6% -$21.9K 1.6% 17
2024
Q3 		$3.7M Sell
125,447
-4,733
-4% -$134K 1.79% 15
2024
Q2 		$3.57M Sell
130,180
-4,160
-3% -$117K 1.88% 15
2024
Q1 		$3.79M Sell
134,340
-5,520
-4% -$148K 2.09% 16
2023
Q4 		$3.71M Sell
139,860
-15,848
-10% -$403K 2.26% 14
2023
Q3 		$3.95M Sell
155,708
-758
-0.5% -$19.5K 2.72% 11
2023
Q2 		$3.98M Sell
156,466
-2,692
-2% -$68K 2.66% 11
2023
Q1 		$3.95M Sell
159,158
-27,068
-15% -$665K 2.77% 10
2022
Q4 		$4.31M Sell
186,226
-5,738
-3% -$127K 3.04% 6
2022
Q3 		$3.79M Buy
+191,964
New +$4.19M 2.89% 10

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

ShoreHaven Wealth Partners's IVLU Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.38% in Q2 2026, selling an estimated $20.8K and leaving 129,310 shares worth $5.41M. The position accounts for 1.7% of the portfolio, ranked #16.

ShoreHaven Wealth Partners first reported a position in IVLU in Q3 2022 and has held it in 16 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • ShoreHaven Wealth Partners held 129,310 shares of iShares MSCI Intl Value Factor ETF worth $5.41M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 497 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $20.8K.
  • iShares MSCI Intl Value Factor ETF made up 1.7% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.