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

WealthShield 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
2025 Q1	–	Sell	-4,477	Closed	-$121K	–	545
2024 Q4	$121K	Buy	+4,477	New	+$126K	0.02%	321
2023 Q2	–	Sell	-524	Closed	-$13K	–	493
2023 Q1	$13K	Buy	+524	New	+$12.9K	﹤0.01%	434
2022 Q1	–	Sell	-23,912	Closed	-$608K	–	355
2021 Q4	$608K	Buy	+23,912	New	+$615K	0.1%	177

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

WealthShield Partners's IVLU Position: Q1 2025 in Review

WealthShield Partners sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2025, closing a stake of 4,477 shares — an estimated $121K sold.

WealthShield Partners first reported a position in IVLU in Q4 2021 and held it in 3 quarters. The position peaked at $608K in Q4 2021. 261 funds tracked by Wall St. Rank hold IVLU as of Q1 2025.

WealthShield Partners reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2025 after selling out during the quarter.
WealthShield Partners sold 4,477 iShares MSCI Intl Value Factor ETF shares in Q1 2025, an estimated $121K.
WealthShield Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2021 and held it in 3 quarters.
WealthShield Partners's iShares MSCI Intl Value Factor ETF position peaked at $608K in Q4 2021.
261 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2025.

Based on WealthShield Partners's 13F filing for Q1 2025, filed 9 May 2025.