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Zullo Investment Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-91
Closed -$2.11K – 429
2022
Q4 		$2.11K Buy
+91
New +$2.01K ﹤0.01% 691

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zullo Investment Group's IVLU Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2023, closing a stake of 91 shares — an estimated $2.11K sold.

Zullo Investment Group first reported a position in IVLU in Q4 2022 and held it in 1 quarter. The position peaked at $2.11K in Q4 2022. 191 funds tracked by Wall St. Rank hold IVLU as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 91 iShares MSCI Intl Value Factor ETF shares in Q1 2023, an estimated $2.11K.
  • Zullo Investment Group first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and held it in 1 quarter.
  • Zullo Investment Group's iShares MSCI Intl Value Factor ETF position peaked at $2.11K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.