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TCI Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

TCI Wealth 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
Q2 		– Sell
-50
Closed -$1.24K – 1204
2023
Q1 		$1.24K Buy
50
+16
+47% +$393 ﹤0.01% 2076
2022
Q4 		$788 Buy
+34
New +$750 ﹤0.01% 2152
2022
Q3 		– Sell
-44
Closed -$1K – 2421
2022
Q2 		$1K Buy
+44
New +$1.06K ﹤0.01% 2152

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

TCI Wealth Advisors's IVLU Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2023, closing a stake of 50 shares — an estimated $1.24K sold.

TCI Wealth Advisors first reported a position in IVLU in Q2 2022 and held it in 3 quarters. The position peaked at $1.24K in Q1 2023. 196 funds tracked by Wall St. Rank hold IVLU as of Q2 2023.

  • TCI Wealth Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 50 iShares MSCI Intl Value Factor ETF shares in Q2 2023, an estimated $1.24K.
  • TCI Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's iShares MSCI Intl Value Factor ETF position peaked at $1.24K in Q1 2023.
  • 196 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.