Wealth Enhancement Advisory Services’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Wealth Enhancement Advisory Services’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	$23.1M	Buy	542,683 +27,099	+5%	+$1.14M	0.04%	402
2026 Q1	$20.7M	Sell	515,584 -123,577	-19%	-$4.99M	0.04%	384
2025 Q4	$24.8M	Sell	639,161 -13,714	-2%	-$503K	0.03%	421
2025 Q3	$23.3M	Sell	652,875 -10,980	-2%	-$377K	0.04%	420
2025 Q2	$22M	Sell	663,855 -23,576	-3%	-$742K	0.04%	396
2025 Q1	$20.8M	Sell	687,431 -218,606	-24%	-$6.37M	0.04%	384
2024 Q4	$24.6M	Buy	906,037 +661,194	+270%	+$18.6M	0.05%	328
2024 Q3	$7.23M	Buy	244,843 +22,398	+10%	+$636K	0.02%	614
2024 Q2	$6.1M	Buy	222,445 +21,785	+11%	+$614K	0.01%	636
2024 Q1	$5.66M	Sell	200,660 -13,324	-6%	-$358K	0.01%	632
2023 Q4	$5.67M	Buy	213,984 +178,067	+496%	+$4.53M	0.02%	579
2023 Q3	$911K	Buy	35,917 +23,869	+198%	+$614K	﹤0.01%	1142
2023 Q2	$307K	Buy	+12,048	New	+$304K	﹤0.01%	434

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

Wealth Enhancement Advisory Services's IVLU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 5.3% in Q2 2026, buying an estimated $1.14M and bringing the position to 542,683 shares worth $23.1M. The position accounts for 0.04% of the portfolio, ranked #402.

Wealth Enhancement Advisory Services first reported a position in IVLU in Q2 2023 and has held it in 13 quarters since. The position peaked at $24.8M in Q4 2025. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Wealth Enhancement Advisory Services held 542,683 shares of iShares MSCI Intl Value Factor ETF worth $23.1M as of Q2 2026.
Wealth Enhancement Advisory Services bought 27,099 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $1.14M.
iShares MSCI Intl Value Factor ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #402 holding.
Wealth Enhancement Advisory Services first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's iShares MSCI Intl Value Factor ETF position peaked at $24.8M in Q4 2025.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.