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West Branch Capital’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

West Branch Capital’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 		$14.6K Hold
350
– – ﹤0.01% 214
2026
Q1 		$13.9K Hold
350
– – ﹤0.01% 206
2025
Q4 		$13.3K Hold
350
– – ﹤0.01% 230
2025
Q3 		$12.4K Hold
350
– – ﹤0.01% 252
2025
Q2 		$11.5K Hold
350
– – ﹤0.01% 259
2025
Q1 		$10.6K Hold
350
– – ﹤0.01% 277
2024
Q4 		$9.49K Hold
350
– – ﹤0.01% 273
2024
Q3 		$10.3K Buy
+350
New +$9.94K ﹤0.01% 269

Other funds holding IVLU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

West Branch Capital's IVLU Position: Q2 2026 in Review

West Branch Capital held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 350 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

West Branch Capital first reported a position in IVLU in Q3 2024 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • West Branch Capital held 350 shares of iShares MSCI Intl Value Factor ETF worth $14.6K as of Q2 2026.
  • West Branch Capital left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #214 holding.
  • West Branch Capital first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.