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

Wise Wealth 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
2026 Q1	$832K	Hold	20,957	–	–	1.13%	17
2025 Q4	$797K	Buy	20,957 +89	+0.4%	+$3.26K	1.14%	20
2025 Q3	$740K	Sell	20,868 -365	-2%	-$12.5K	1.13%	23
2025 Q2	$698K	Buy	21,233 +9	+0%	+$283	1.17%	24
2025 Q1	$643K	Sell	21,224 -123	-0.6%	-$3.59K	1.54%	12
2024 Q4	$579K	Buy	+21,347	New	+$601K	1.43%	13

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wise Wealth Partners's IVLU Position: Q1 2026 in Review

Wise Wealth Partners held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q1 2026 at 20,957 shares worth $832K. The position accounts for 1.13% of the portfolio, ranked #17.

Wise Wealth Partners first reported a position in IVLU in Q4 2024 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Wise Wealth Partners held 20,957 shares of iShares MSCI Intl Value Factor ETF worth $832K as of Q1 2026.
Wise Wealth Partners left its iShares MSCI Intl Value Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Value Factor ETF made up 1.13% of Wise Wealth Partners's portfolio in Q1 2026, its #17 holding.
Wise Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 6 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Wise Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.