Wealthspire Advisors (New York)’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Wealthspire Advisors (New York)’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	$544K	Buy	+13,006	New	+$545K	﹤0.01%	774
2022 Q3	–	Sell	-9,000	Closed	-$200K	–	530
2022 Q2	$200K	Hold	9,000	–	–	﹤0.01%	468
2022 Q1	$229K	Buy	+9,000	New	+$233K	0.01%	392

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

Wealthspire Advisors (New York)'s IVLU Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 13,006 shares worth $544K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in IVLU as recently as Q2 2022.

Wealthspire Advisors (New York) first reported a position in IVLU in Q1 2022 and has held it in 3 quarters since. 379 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Wealthspire Advisors (New York) held 13,006 shares of iShares MSCI Intl Value Factor ETF worth $544K as of Q2 2026.
iShares MSCI Intl Value Factor ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #774 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and has held it in 3 quarters since.
379 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.