Peninsula Wealth LLC Buys 205,659 Shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU)

Peninsula Wealth LLC raised its stake in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU) by 69.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 500,695 shares of the company’s stock after acquiring an additional 205,659 shares during the quarter. iShares MSCI Intl Value Factor ETF makes up 2.3% of Peninsula Wealth LLC’s portfolio, making the stock its 9th biggest holding. Peninsula Wealth LLC owned approximately 0.80% of iShares MSCI Intl Value Factor ETF worth $13,574,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in IVLU. JPMorgan Chase & Co. grew its stake in iShares MSCI Intl Value Factor ETF by 17.6% in the 4th quarter. JPMorgan Chase & Co. now owns 4,443,196 shares of the company’s stock worth $120,455,000 after acquiring an additional 666,432 shares during the period. FMR LLC boosted its holdings in shares of iShares MSCI Intl Value Factor ETF by 4.3% during the fourth quarter. FMR LLC now owns 8,967,613 shares of the company’s stock worth $243,112,000 after purchasing an additional 370,365 shares during the last quarter. KWB Wealth grew its position in shares of iShares MSCI Intl Value Factor ETF by 182.3% in the fourth quarter. KWB Wealth now owns 503,850 shares of the company’s stock valued at $14,879,000 after purchasing an additional 325,390 shares during the period. Envestnet Asset Management Inc. increased its stake in iShares MSCI Intl Value Factor ETF by 6.2% in the fourth quarter. Envestnet Asset Management Inc. now owns 5,219,190 shares of the company’s stock valued at $141,492,000 after purchasing an additional 304,290 shares during the last quarter. Finally, Ashton Thomas Private Wealth LLC purchased a new position in iShares MSCI Intl Value Factor ETF during the fourth quarter worth about $7,930,000.

iShares MSCI Intl Value Factor ETF Price Performance

IVLU opened at $28.78 on Monday. The stock has a market capitalization of $1.89 billion, a price-to-earnings ratio of 10.76 and a beta of 0.67. iShares MSCI Intl Value Factor ETF has a 12 month low of $25.97 and a 12 month high of $31.68. The business has a 50-day moving average of $29.68 and a two-hundred day moving average of $28.59.

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.