KWB Wealth Acquires 337,307 Shares of iShares MSCI Intl Value Factor ETF $IVLU

KWB Wealth lifted its holdings in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU) by 73.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 799,507 shares of the company’s stock after buying an additional 337,307 shares during the quarter. iShares MSCI Intl Value Factor ETF comprises approximately 2.9% of KWB Wealth’s investment portfolio, making the stock its 10th biggest holding. KWB Wealth owned about 1.05% of iShares MSCI Intl Value Factor ETF worth $26,296,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of IVLU. Simplicity Wealth LLC grew its holdings in iShares MSCI Intl Value Factor ETF by 1.7% during the 2nd quarter. Simplicity Wealth LLC now owns 19,498 shares of the company’s stock worth $641,000 after acquiring an additional 323 shares during the period. Lauterbach Financial Advisors LLC lifted its stake in iShares MSCI Intl Value Factor ETF by 2.2% in the second quarter. Lauterbach Financial Advisors LLC now owns 15,823 shares of the company’s stock valued at $520,000 after buying an additional 346 shares during the period. Savant Capital LLC boosted its holdings in iShares MSCI Intl Value Factor ETF by 2.5% during the second quarter. Savant Capital LLC now owns 14,536 shares of the company’s stock worth $478,000 after buying an additional 354 shares during the last quarter. Sutton Place Investors LLC boosted its holdings in iShares MSCI Intl Value Factor ETF by 5.0% during the second quarter. Sutton Place Investors LLC now owns 7,423 shares of the company’s stock worth $244,000 after buying an additional 355 shares during the last quarter. Finally, ShoreHaven Wealth Partners LLC grew its position in shares of iShares MSCI Intl Value Factor ETF by 0.3% during the 2nd quarter. ShoreHaven Wealth Partners LLC now owns 134,637 shares of the company’s stock worth $4,428,000 after buying an additional 409 shares during the period.

iShares MSCI Intl Value Factor ETF Price Performance

Shares of IVLU stock opened at $37.50 on Thursday. The stock has a market cap of $2.87 billion, a PE ratio of 10.99 and a beta of 0.71. The stock has a 50-day moving average of $36.51 and a 200-day moving average of $34.92. iShares MSCI Intl Value Factor ETF has a one year low of $26.41 and a one year high of $38.72.

About iShares MSCI Intl Value Factor ETF

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.