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Stonebridge Financial Group (Pennsylvania)’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-18
Closed -$546 – 572
2025
Q1 		$546 Hold
18
– – ﹤0.01% 855
2024
Q4 		$488 Buy
+18
New +$507 ﹤0.01% 795

Other funds holding IVLU

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IVLU Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2025, closing a stake of 18 shares — an estimated $546 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IVLU in Q4 2024 and held it in 2 quarters. The position peaked at $546 in Q1 2025. 282 funds tracked by Wall St. Rank hold IVLU as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 18 iShares MSCI Intl Value Factor ETF shares in Q2 2025, an estimated $546.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares MSCI Intl Value Factor ETF position peaked at $546 in Q1 2025.
  • 282 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.