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Winthrop Capital Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Winthrop Capital Management’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
2024
Q3 		– Sell
-43
Closed -$1K – 168
2024
Q2 		$1K Hold
43
– – ﹤0.01% 147
2024
Q1 		$1K Buy
+43
New +$1.16K ﹤0.01% 151

Other funds holding IVLU

Northwestern Mutual Wealth Management
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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 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Winthrop Capital Management's IVLU Position: Q3 2024 in Review

Winthrop Capital Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2024, closing a stake of 43 shares — an estimated $1K sold.

Winthrop Capital Management first reported a position in IVLU in Q1 2024 and held it in 2 quarters. The position peaked at $1K in Q2 2024. 239 funds tracked by Wall St. Rank hold IVLU as of Q3 2024.

  • Winthrop Capital Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Winthrop Capital Management sold 43 iShares MSCI Intl Value Factor ETF shares in Q3 2024, an estimated $1K.
  • Winthrop Capital Management first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2024 and held it in 2 quarters.
  • Winthrop Capital Management's iShares MSCI Intl Value Factor ETF position peaked at $1K in Q2 2024.
  • 239 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2024.

Based on Winthrop Capital Management's 13F filing for Q3 2024, filed 4 Nov 2024.