KWB Wealth Boosts Stock Holdings in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU)

KWB Wealth grew its stake in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU) by 182.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 503,850 shares of the company’s stock after buying an additional 325,390 shares during the period. iShares MSCI Intl Value Factor ETF accounts for approximately 1.8% of KWB Wealth’s holdings, making the stock its 14th biggest holding. KWB Wealth’s holdings in iShares MSCI Intl Value Factor ETF were worth $14,879,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in IVLU. Commonwealth Equity Services LLC grew its position in iShares MSCI Intl Value Factor ETF by 13.5% during the second quarter. Commonwealth Equity Services LLC now owns 29,477 shares of the company’s stock valued at $809,000 after acquiring an additional 3,499 shares during the period. Angeles Investment Advisors LLC increased its position in iShares MSCI Intl Value Factor ETF by 565.2% during the 2nd quarter. Angeles Investment Advisors LLC now owns 133,040 shares of the company’s stock worth $3,651,000 after purchasing an additional 113,040 shares in the last quarter. Plancorp LLC raised its holdings in iShares MSCI Intl Value Factor ETF by 0.7% in the second quarter. Plancorp LLC now owns 365,339 shares of the company’s stock valued at $10,025,000 after buying an additional 2,503 shares during the period. LJI Wealth Management LLC lifted its position in iShares MSCI Intl Value Factor ETF by 16.3% during the second quarter. LJI Wealth Management LLC now owns 15,137 shares of the company’s stock valued at $415,000 after buying an additional 2,123 shares in the last quarter. Finally, Lauterbach Financial Advisors LLC grew its stake in iShares MSCI Intl Value Factor ETF by 4.9% during the second quarter. Lauterbach Financial Advisors LLC now owns 14,109 shares of the company’s stock worth $382,000 after buying an additional 663 shares during the period.

iShares MSCI Intl Value Factor ETF Trading Down 0.0 %

Shares of IVLU stock opened at $26.71 on Tuesday. The company has a market cap of $1.67 billion, a PE ratio of 9.61 and a beta of 0.70. The company’s fifty day simple moving average is $27.62 and its 200-day simple moving average is $28.19. iShares MSCI Intl Value Factor ETF has a 52 week low of $25.81 and a 52 week high of $29.92.

iShares MSCI Intl Value Factor ETF Profile

The iShares Edge MSCI Intl Value Factor ETF (IVLU) is an exchange-traded fund that is based on the MSCI World ex USA Enhanced Value index. The fund tracks an index of large- and mid-cap developed ex-US equities, selected using fundamental metrics, and weighted by these metrics and market-cap. IVLU was launched on Jun 16, 2015 and is managed by BlackRock.