Sowell Financial Services’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-6,753	Closed	-$177K	–	1622
2021 Q1	$177K	Sell	6,753 -14,738	-69%	-$359K	0.01%	1110
2020 Q4	$489K	Buy	21,491 +1,069	+5%	+$22.7K	0.02%	532
2020 Q3	$400K	Sell	20,422 -5,438	-21%	-$109K	0.02%	525
2020 Q2	$505K	Buy	25,860 +2,757	+12%	+$51.9K	0.03%	450
2020 Q1	$407K	Buy	23,103 +10,182	+79%	+$221K	0.03%	448
2019 Q4	$315K	Buy	+12,921	New	+$308K	0.02%	582

Other funds holding IVLU

Northwestern Mutual Wealth Management

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

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Mercer Global Advisors

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

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

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return