Retirement Guys Formula Is Betting on This International ETF

By Pamela Kock – Updated Apr 22, 2026 at 2:26PM ESTKey PointsFund acquired 43,072 shares of J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF; estimated transaction value $3.72 million based on quarterly average pricing.Quarter-end position value rose by $3.69 million, reflecting both new investment and price movement.Trade accounted for 1.71% of 13F reportable assets under management.Post-trade holding: 43,072 shares, valued at $3.69 million as of March 31, 2026.New stake represents 1.7% of fund AUM, which places it outside the fund's top five holdings.What happenedAccording to an SEC filing dated April 22, 2026, RETIREMENT GUYS FORMULA LLC initiated a position in JPMorgan International Value ETF (JIVE +0.68%)by acquiring 43,072 shares. The estimated transaction value was $3.72 million, calculated using the average closing price during the first quarter of 2026. The quarter-end value of the new position stood at $3.69 million, reflecting both the purchase and subsequent price movement.What else to knowThis was a new position for the fund and represented 1.7% of its 13F reportable assets under management after the trade.Top holdings after the filing:NYSEMKT:JPST: $12.13 million (5.6% of AUM)NYSEMKT:HEGD: $7.14 million (3.3% of AUM)NASDAQ:QQQ: $5.16 million (2.4% of AUM)NASDAQ:AAPL: $4.62 million (2.1% of AUM)NYSEMKT:JEPI: $4.50 million (2.1% of AUM)As of April 21, 2026, shares were priced at $89.25, up 50.3% over the past year, outperforming the S&P 500 by 13.38 percentage points.ETF overviewMetricValueAUM1.93 billionDividend yield2.14%Price (as of market close 2026-04-21)$89.251-year total return50.33%ETF snapshotInvestment strategy focuses on value-oriented equity securities of foreign companies, including both developed and emerging markets, seeking long-term capital appreciation and income.Portfolio is diversified across international equities, with holdings spanning developed regions such as Western Europe, Japan, and Australia, as well as select emerging markets.Structured as an exchange-traded fund, offering daily liquidity and transparent holdings.JPMorgan International Value ETF provides investors with exposure to a diversified portfolio of international equities, emphasizing value stocks outside the United States.What this transaction means for investorsRetirement Guys Formula, an Ohio-based financial advisory firm, has opened a new position in the JPMorgan International Value ETF (JIVE). Individual trades don’t always predict future performance, but they can highlight trends. This one might signal increased confidence in international value stocks.The fund’s position in JIVE represents 1.5% of the total AUM, which doesn’t sound like much.

But Retirement Guys has a very diversified portfolio, with more than 150 holdings as of its latest report. Its holdings include sectors such as pharmaceuticals, banking, communications, retail, food, and more.The JPMorgan International Value ETF focuses on large-cap companies outside the U.S., targeting stocks that appear undervalued. It offers exposure to international markets with relatively low valuations and potential long-term growth and has recently outpaced the S&P 500.For investors looking to diversify with exposure to international markets, who are comfortable with the additional risks international investing can bring, a fund like JIVE might be worthy of consideration.Read NextApr 16, 2026 •By Sara AppinoWESPAC Advisors Buys $5.71 Million Stake in JPMorgan International Value ETFApr 14, 2026 •By Jonathan PoncianoThis $3 Million Buy Is Targeting an ETF Up 42% as Global Value OutperformsApr 22, 2026 •By Jonathan PoncianoWhat's Behind This Fund's New $6 Million Bet on a Treasury ETF With 10-Year Duration?Apr 22, 2026 •By Jonathan PoncianoInvestor Cuts Stagwell Stake by 500,000 Shares After a 50% Stock SwingApr 22, 2026 •By Jonathan PoncianoFund Cuts $2.8 Million ESG ETF Stake Even as Shares Jump 42% in a YearAbout the AuthorPamela Kock ("cook") is a contributing analyst at The Motley Fool. She has worked as a copyeditor for The Motley Fool since 2021, polishing editorial and SEO-driven evergreen content with a focus on clarity and accuracy. She holds a B.A. in English/Professional Writing from Wright State University, and has been a small-business owner with a retail shop in her town's historic business district since 2012. Motto: Stay curious!TMFPkockStocks MentionedJ.p. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETFNASDAQ: JIVE$89.85(+0.68%)+$0.60*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.