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Trust Company of Vermont’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Trust Company of Vermont’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
Q3 		– Sell
-226
Closed -$6.2K – 1088
2024
Q2 		$6.2K Hold
226
– – ﹤0.01% 733
2024
Q1 		$6.38K Hold
226
– – ﹤0.01% 726
2023
Q4 		$5.99K Buy
+226
New +$5.75K ﹤0.01% 650

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 $1.56T 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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Trust Company of Vermont's IVLU Position: Q3 2024 in Review

Trust Company of Vermont sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2024, closing a stake of 226 shares — an estimated $6.2K sold.

Trust Company of Vermont first reported a position in IVLU in Q4 2023 and held it in 3 quarters. The position peaked at $6.38K in Q1 2024. 239 funds tracked by Wall St. Rank hold IVLU as of Q3 2024.

  • Trust Company of Vermont reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 226 iShares MSCI Intl Value Factor ETF shares in Q3 2024, an estimated $6.2K.
  • Trust Company of Vermont first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and held it in 3 quarters.
  • Trust Company of Vermont's iShares MSCI Intl Value Factor ETF position peaked at $6.38K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2024.

Based on Trust Company of Vermont's 13F filing for Q3 2024, filed 16 Oct 2024.