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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
Q2 		$1.43M Buy
34,107
+13,150
+63% +$551K 2.42% 14
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wise Wealth Partners's IVLU Position: Q2 2026 in Review

Wise Wealth Partners increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 63% in Q2 2026, buying an estimated $551K and bringing the position to 34,107 shares worth $1.43M. The position accounts for 2.42% of the portfolio, ranked #14.

Wise Wealth Partners first reported a position in IVLU in Q4 2024 and has held it in 7 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Wise Wealth Partners held 34,107 shares of iShares MSCI Intl Value Factor ETF worth $1.43M as of Q2 2026.
  • Wise Wealth Partners bought 13,150 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $551K.
  • iShares MSCI Intl Value Factor ETF made up 2.42% of Wise Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Wise Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.