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WealthPLAN Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-47
Closed -$1.2K – 721
2023
Q2 		$1.2K Hold
47
– – ﹤0.01% 1127
2023
Q1 		$1.17K Buy
+47
New +$1.15K ﹤0.01% 1192

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 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's IVLU Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2023, closing a stake of 47 shares — an estimated $1.2K sold.

WealthPLAN Partners first reported a position in IVLU in Q1 2023 and held it in 2 quarters. The position peaked at $1.2K in Q2 2023. 200 funds tracked by Wall St. Rank hold IVLU as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 47 iShares MSCI Intl Value Factor ETF shares in Q3 2023, an estimated $1.2K.
  • WealthPLAN Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's iShares MSCI Intl Value Factor ETF position peaked at $1.2K in Q2 2023.
  • 200 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.