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United Capital Financial Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

United Capital 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
2025
Q1 		– Sell
-9,699
Closed -$263K – 1091
2024
Q4 		$263K Buy
+9,699
New +$273K ﹤0.01% 928

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

United Capital Financial Advisors's IVLU Position: Q1 2025 in Review

United Capital Financial Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2025, closing a stake of 9,699 shares — an estimated $263K sold.

United Capital Financial Advisors first reported a position in IVLU in Q4 2024 and held it in 1 quarter. The position peaked at $263K in Q4 2024. 261 funds tracked by Wall St. Rank hold IVLU as of Q1 2025.

  • United Capital Financial Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,699 iShares MSCI Intl Value Factor ETF shares in Q1 2025, an estimated $263K.
  • United Capital Financial Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and held it in 1 quarter.
  • United Capital Financial Advisors's iShares MSCI Intl Value Factor ETF position peaked at $263K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2025.

Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.