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

VestGen 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	$895K	Buy	21,400 +224	+1%	+$9.39K	0.03%	488
2026 Q1	$896K	Buy	21,176 +71	+0.3%	+$2.87K	0.02%	491
2025 Q4	$803K	Buy	21,105 +363	+2%	+$13.3K	0.03%	389
2025 Q3	$736K	Buy	20,742 +301	+1%	+$10.3K	0.02%	418
2025 Q2	$672K	Buy	20,441 +433	+2%	+$13.6K	0.03%	383
2025 Q1	$606K	Buy	+20,008	New	+$583K	0.03%	361

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

VestGen Advisors's IVLU Position: Q2 2026 in Review

VestGen Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.1% in Q2 2026, buying an estimated $9.39K and bringing the position to 21,400 shares worth $895K. The position accounts for 0.03% of the portfolio, ranked #488.

VestGen Advisors first reported a position in IVLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $896K in Q1 2026. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

VestGen Advisors held 21,400 shares of iShares MSCI Intl Value Factor ETF worth $895K as of Q2 2026.
VestGen Advisors bought 224 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $9.39K.
iShares MSCI Intl Value Factor ETF made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #488 holding.
VestGen Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares MSCI Intl Value Factor ETF position peaked at $896K in Q1 2026.
378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.