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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,699
Closed -$263K – 1082
2024
Q4 		$263K Buy
+9,699
New +$263K ﹤0.01% 920