TS Financial Group (TSFG)’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

TS Financial Group (TSFG)’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
2026 Q1	–	Sell	-181	Closed	-$7K	–	849
2025 Q4	$7K	Buy	+181	New	+$6.63K	﹤0.01%	613

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

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

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

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TS Financial Group (TSFG)'s IVLU Position: Q1 2026 in Review

TS Financial Group (TSFG) sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026, closing a stake of 181 shares — an estimated $7K sold.

TS Financial Group (TSFG) first reported a position in IVLU in Q4 2025 and held it in 1 quarter. The position peaked at $7K in Q4 2025. 374 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

TS Financial Group (TSFG) reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2026 after selling out during the quarter.
TS Financial Group (TSFG) sold 181 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $7K.
TS Financial Group (TSFG) first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and held it in 1 quarter.
TS Financial Group (TSFG)'s iShares MSCI Intl Value Factor ETF position peaked at $7K in Q4 2025.
374 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.