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

Symphony 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 		$231K Buy
5,535
+91
+2% +$3.82K 0.03% 323
2026
Q1 		$212K Hold
5,444
– – 0.03% 297
2025
Q4 		$208K Buy
+5,444
New +$200K 0.03% 277

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $80B AUM 26.12% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Symphony Financial's IVLU Position: Q2 2026 in Review

Symphony Financial increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.7% in Q2 2026, buying an estimated $3.82K and bringing the position to 5,535 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #323.

Symphony Financial first reported a position in IVLU in Q4 2025 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Symphony Financial held 5,535 shares of iShares MSCI Intl Value Factor ETF worth $231K as of Q2 2026.
  • Symphony Financial bought 91 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $3.82K.
  • iShares MSCI Intl Value Factor ETF made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #323 holding.
  • Symphony Financial first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.