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

SYM Financial Corp’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
2019
Q3 		– Sell
-10,800
Closed -$249K – 68
2019
Q2 		$249K Hold
10,800
– – 0.16% 29
2019
Q1 		$257K Sell
10,800
-103,776
-91% -$2.43M 0.16% 28
2018
Q4 		$2.51M Buy
+114,576
New +$2.7M 1% 7

Other funds holding IVLU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

SYM Financial Corp's IVLU Position: Q3 2019 in Review

SYM Financial Corp sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2019, closing a stake of 10,800 shares — an estimated $249K sold.

SYM Financial Corp first reported a position in IVLU in Q4 2018 and held it in 3 quarters. The position peaked at $2.51M in Q4 2018. 40 funds tracked by Wall St. Rank hold IVLU as of Q3 2019.

  • SYM Financial Corp reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2019 after selling out during the quarter.
  • SYM Financial Corp sold 10,800 iShares MSCI Intl Value Factor ETF shares in Q3 2019, an estimated $249K.
  • SYM Financial Corp first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2018 and held it in 3 quarters.
  • SYM Financial Corp's iShares MSCI Intl Value Factor ETF position peaked at $2.51M in Q4 2018.
  • 40 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2019.

Based on SYM Financial Corp's 13F filing for Q3 2019, filed 4 Nov 2019.