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Valley National Advisers’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Valley National Advisers’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
2023
Q4 		– Sell
-125
Closed -$3K – 1232
2023
Q3 		$3K Buy
+125
New +$3.22K ﹤0.01% 768

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Valley National Advisers's IVLU Position: Q4 2023 in Review

Valley National Advisers sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2023, closing a stake of 125 shares — an estimated $3K sold.

Valley National Advisers first reported a position in IVLU in Q3 2023 and held it in 1 quarter. The position peaked at $3K in Q3 2023. 229 funds tracked by Wall St. Rank hold IVLU as of Q4 2023.

  • Valley National Advisers reported no remaining iShares MSCI Intl Value Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Valley National Advisers sold 125 iShares MSCI Intl Value Factor ETF shares in Q4 2023, an estimated $3K.
  • Valley National Advisers first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2023 and held it in 1 quarter.
  • Valley National Advisers's iShares MSCI Intl Value Factor ETF position peaked at $3K in Q3 2023.
  • 229 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.