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World Investment Advisors’s iShares International Developed Small Cap Value Factor ETF ISVL Stock Holding History

World Investment Advisors’s Portfolio ISVL Stock Details ISVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-24,052
Closed -$840K – 918
2024
Q2 		$840K Buy
+24,052
New +$852K 0.05% 304

Other funds holding ISVL

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

World Investment Advisors's ISVL Position: Q3 2024 in Review

World Investment Advisors sold out of iShares International Developed Small Cap Value Factor ETF (ISVL) in Q3 2024, closing a stake of 24,052 shares — an estimated $840K sold.

World Investment Advisors first reported a position in ISVL in Q2 2024 and held it in 1 quarter. The position peaked at $840K in Q2 2024. 15 funds tracked by Wall St. Rank hold ISVL as of Q3 2024.

  • World Investment Advisors reported no remaining iShares International Developed Small Cap Value Factor ETF position as of Q3 2024 after selling out during the quarter.
  • World Investment Advisors sold 24,052 iShares International Developed Small Cap Value Factor ETF shares in Q3 2024, an estimated $840K.
  • World Investment Advisors first reported a position in iShares International Developed Small Cap Value Factor ETF in Q2 2024 and held it in 1 quarter.
  • World Investment Advisors's iShares International Developed Small Cap Value Factor ETF position peaked at $840K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held iShares International Developed Small Cap Value Factor ETF as of Q3 2024.

Based on World Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.