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

Valeo 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
2026
Q2 		$436K Buy
10,425
+239
+2% +$10K 0.01% 490
2026
Q1 		$404K Sell
10,186
-408
-4% -$16.5K 0.01% 463
2025
Q4 		$403K Hold
10,594
– – 0.01% 522
2025
Q3 		$376K Buy
10,594
+272
+3% +$9.34K 0.01% 532
2025
Q2 		$339K Sell
10,322
-1,200
-10% -$37.8K 0.01% 541
2025
Q1 		$349K Hold
11,522
– – 0.01% 495
2024
Q4 		$312K Hold
11,522
– – 0.01% 527
2024
Q3 		$340K Sell
11,522
-121
-1% -$3.44K 0.01% 504
2024
Q2 		$319K Buy
11,643
+121
+1% +$3.41K 0.01% 501
2024
Q1 		$322K Hold
11,522
– – 0.01% 481
2023
Q4 		$305K Buy
11,522
+398
+4% +$10.1K 0.01% 481
2023
Q3 		$282K Buy
11,124
+583
+6% +$15K 0.01% 473
2023
Q2 		$268K Sell
10,541
-1,375
-12% -$34.7K 0.01% 458
2023
Q1 		$295K Hold
11,916
– – 0.01% 450
2022
Q4 		$276K Buy
+11,916
New +$263K 0.02% 410

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Valeo Financial Advisors's IVLU Position: Q2 2026 in Review

Valeo Financial Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 2.3% in Q2 2026, buying an estimated $10K and bringing the position to 10,425 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #490.

Valeo Financial Advisors first reported a position in IVLU in Q4 2022 and has held it in 15 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Valeo Financial Advisors held 10,425 shares of iShares MSCI Intl Value Factor ETF worth $436K as of Q2 2026.
  • Valeo Financial Advisors bought 239 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $10K.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #490 holding.
  • Valeo Financial Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.