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Stonebridge Capital Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-251
Closed -$6.37K – 516
2023
Q3 		$6.37K Hold
251
– – ﹤0.01% 676
2023
Q2 		$6.39K Hold
251
– – ﹤0.01% 683
2023
Q1 		$6.23K Hold
251
– – ﹤0.01% 680
2022
Q4 		$5.82K Buy
+251
New +$5.54K ﹤0.01% 679
2022
Q3 		– Sell
-66
Closed -$1K – 1068
2022
Q2 		$1K Hold
66
– – ﹤0.01% 873
2022
Q1 		$2K Buy
+66
New +$1.71K ﹤0.01% 910
2020
Q3 		– Sell
-36
Closed -$1K – 441
2020
Q2 		$1K Buy
+36
New +$677 ﹤0.01% 722
2020
Q1 		– Sell
-261
Closed -$5.67K – 816
2019
Q4 		$6K Hold
261
– – ﹤0.01% 622
2019
Q3 		$6K Hold
261
– – ﹤0.01% 597
2019
Q2 		$6K Buy
+261
New +$6.12K ﹤0.01% 646

Other funds holding IVLU

Northwestern Mutual Wealth Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return