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

Summit Financial’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 		$1.08M Buy
25,802
+10,055
+64% +$422K 0.01% 818
2026
Q1 		$625K Buy
15,747
+9,873
+168% +$399K 0.01% 934
2025
Q4 		$223K Buy
+5,874
New +$215K ﹤0.01% 1200

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

Summit Financial's IVLU Position: Q2 2026 in Review

Summit Financial increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 64% in Q2 2026, buying an estimated $422K and bringing the position to 25,802 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #818.

Summit Financial first reported a position in IVLU in Q4 2025 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Summit Financial held 25,802 shares of iShares MSCI Intl Value Factor ETF worth $1.08M as of Q2 2026.
  • Summit Financial bought 10,055 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $422K.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #818 holding.
  • Summit Financial first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.