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USAdvisors Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

USAdvisors Wealth Management’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
Q2 		$1.62M Buy
38,790
+30,907
+392% +$1.3M 0.47% 51
2026
Q1 		$303K Buy
+7,883
New +$318K 0.1% 101

Other funds holding IVLU

HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

USAdvisors Wealth Management's IVLU Position: Q2 2026 in Review

USAdvisors Wealth Management increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 392% in Q2 2026, buying an estimated $1.3M and bringing the position to 38,790 shares worth $1.62M. The position accounts for 0.47% of the portfolio, ranked #51.

USAdvisors Wealth Management first reported a position in IVLU in Q1 2026 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • USAdvisors Wealth Management held 38,790 shares of iShares MSCI Intl Value Factor ETF worth $1.62M as of Q2 2026.
  • USAdvisors Wealth Management bought 30,907 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $1.3M.
  • iShares MSCI Intl Value Factor ETF made up 0.47% of USAdvisors Wealth Management's portfolio in Q2 2026, its #51 holding.
  • USAdvisors Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.