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

TimeScale 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
2023 Q2	$33.9K	Buy	+1,333	New	+$33.7K	0.01%	246

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $243M AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TimeScale Financial's IVLU Position: Q2 2023 in Review

TimeScale Financial opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2023: 1,333 shares worth $33.9K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings.

196 funds tracked by Wall St. Rank hold IVLU as of Q2 2023.

TimeScale Financial held 1,333 shares of iShares MSCI Intl Value Factor ETF worth $33.9K as of Q2 2023.
iShares MSCI Intl Value Factor ETF was a new TimeScale Financial position in Q2 2023.
iShares MSCI Intl Value Factor ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #246 holding.
196 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.