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

SOA 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
Q2 		$204K Hold
4,883
– – 0.03% 204
2026
Q1 		$194K Hold
4,883
– – 0.04% 203
2025
Q4 		$186K Hold
4,883
– – 0.03% 210
2025
Q3 		$173K Hold
4,883
– – 0.03% 218
2025
Q2 		$161K Buy
+4,883
New +$154K 0.03% 219

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

SOA Wealth Advisors's IVLU Position: Q2 2026 in Review

SOA Wealth Advisors held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 4,883 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #204.

SOA Wealth Advisors first reported a position in IVLU in Q2 2025 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • SOA Wealth Advisors held 4,883 shares of iShares MSCI Intl Value Factor ETF worth $204K as of Q2 2026.
  • SOA Wealth Advisors left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #204 holding.
  • SOA Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.