True Link Financial Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

True Link Financial 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
2024 Q1	–	Sell	-12,848	Closed	-$341K	–	70
2023 Q4	$341K	Sell	12,848 -54,302	-81%	-$1.38M	0.04%	48
2023 Q3	$1.7M	Hold	67,150	–	–	0.2%	29
2023 Q2	$1.71M	Hold	67,150	–	–	0.21%	30
2023 Q1	$1.66M	Sell	67,150 -2,719	-4%	-$66.8K	0.21%	33
2022 Q4	$1.62M	Sell	69,869 -6,071	-8%	-$134K	0.22%	32
2022 Q3	$1.5M	Sell	75,940 -88,183	-54%	-$1.92M	0.22%	41
2022 Q2	$3.64M	Buy	164,123 +126,969	+342%	+$3.07M	0.55%	22
2022 Q1	$946K	Buy	37,154 +20,142	+118%	+$521K	0.14%	63
2021 Q4	$433K	Buy	+17,012	New	+$437K	0.06%	114

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

True Link Financial Advisors's IVLU Position: Q1 2024 in Review

True Link Financial Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2024, closing a stake of 12,848 shares — an estimated $341K sold.

True Link Financial Advisors first reported a position in IVLU in Q4 2021 and held it in 9 quarters. The position peaked at $3.64M in Q2 2022. 230 funds tracked by Wall St. Rank hold IVLU as of Q1 2024.

True Link Financial Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2024 after selling out during the quarter.
True Link Financial Advisors sold 12,848 iShares MSCI Intl Value Factor ETF shares in Q1 2024, an estimated $341K.
True Link Financial Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2021 and held it in 9 quarters.
True Link Financial Advisors's iShares MSCI Intl Value Factor ETF position peaked at $3.64M in Q2 2022.
230 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2024.

Based on True Link Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.