IVLU icon

iShares MSCI Intl Value Factor ETF
IVLU

26.76 USD
+0.11
0.41%
At close Dec 20, 4:00 PM EST
1 day
0.41%
5 days
-4.26%
1 month
-3.29%
3 months
-8.14%
6 months
-2.26%
Year to date
1.44%
1 year
3.68%
5 years
9.54%
10 years
8.03%
0
Funds holding %
of 6,809 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

2% more funds holding

Funds holding: 229 [Q2] → 234 (+5) [Q3]

2% more capital invested

Capital invested by funds: $1.62B [Q2] → $1.65B (+$30.6M) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q2] → 5 (+0) [Q3]

5.51% less ownership

Funds ownership: 95.12% [Q2] → 89.61% (-5.51%) [Q3]

13% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 83

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Research analyst outlook

We haven’t received any recent analyst ratings for IVLU.

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Financial journalist opinion

Negative
Seeking Alpha
6 months ago
IVLU: A Little Too Much Japan
iShares Edge MSCI Intl Value Factor ETF offers exposure to international value stocks and has outperformed its closest competitor, iShares MSCI EAFE Value ETF. The IVLU ETF has a well-diversified portfolio with over 350 holdings and a low expense ratio of 0.3%. Japan makes up nearly 1/3rd of IVLU's country allocation, which could pose risks due to potential currency crisis and disruptions in the market.
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