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World Investment Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

World Investment Advisors’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 		$3.84M Hold
96,681
– – 0.06% 315
2026
Q1 		$3.84M Buy
96,681
+35,319
+58% +$1.43M 0.06% 319
2025
Q4 		$2.33M Buy
61,362
+10,403
+20% +$381K 0.04% 424
2025
Q3 		$1.81M Sell
50,959
-16,500
-24% -$567K 0.04% 423
2025
Q2 		$2.22M Buy
67,459
+34,855
+107% +$1.1M 0.05% 357
2025
Q1 		$988K Buy
32,604
+24,500
+302% +$714K 0.03% 512
2024
Q4 		$220K Buy
8,104
+999
+14% +$28.1K 0.01% 937
2024
Q3 		$210K Buy
+7,105
New +$202K 0.01% 856
2024
Q2 		– Sell
-10,761
Closed -$304K – 628
2024
Q1 		$304K Sell
10,761
-489
-4% -$13.1K 0.04% 308
2023
Q4 		$298K Buy
+11,250
New +$286K 0.04% 308

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

World Investment Advisors's IVLU Position: Q2 2026 in Review

World Investment Advisors held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 96,681 shares worth $3.84M. The position accounts for 0.06% of the portfolio, ranked #315.

World Investment Advisors first reported a position in IVLU in Q4 2023 and has held it in 10 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • World Investment Advisors held 96,681 shares of iShares MSCI Intl Value Factor ETF worth $3.84M as of Q2 2026.
  • World Investment Advisors left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #315 holding.
  • World Investment Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.