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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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return