KWB Wealth Has $14.06 Million Stake in iShares MSCI Intl Value Factor ETF $IVLU

KWB Wealth lowered its position in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU) by 41.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 336,260 shares of the company’s stock after selling 240,497 shares during the period. iShares MSCI Intl Value Factor ETF accounts for approximately 1.2% of KWB Wealth’s investment portfolio, making the stock its 25th biggest holding. KWB Wealth’s holdings in iShares MSCI Intl Value Factor ETF were worth $14,062,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Legacy Wealth Managment LLC ID boosted its stake in iShares MSCI Intl Value Factor ETF by 1,024.4% in the 1st quarter. Legacy Wealth Managment LLC ID now owns 877 shares of the company’s stock valued at $35,000 after purchasing an additional 799 shares during the period. Root Financial Partners LLC increased its position in iShares MSCI Intl Value Factor ETF by 98.9% during the 1st quarter. Root Financial Partners LLC now owns 893 shares of the company’s stock worth $35,000 after buying an additional 444 shares during the period. Geneos Wealth Management Inc. bought a new position in iShares MSCI Intl Value Factor ETF during the 1st quarter worth $38,000. Rothschild Investment LLC increased its position in iShares MSCI Intl Value Factor ETF by 53.2% during the 4th quarter. Rothschild Investment LLC now owns 1,195 shares of the company’s stock worth $45,000 after buying an additional 415 shares during the period. Finally, Cary Street Partners Financial LLC acquired a new stake in shares of iShares MSCI Intl Value Factor ETF during the fourth quarter worth $61,000.

iShares MSCI Intl Value Factor ETF Stock Performance

Shares of iShares MSCI Intl Value Factor ETF stock opened at $44.07 on Tuesday. The firm has a 50-day moving average of $42.57 and a 200-day moving average of $41.69. The stock has a market cap of $4.51 billion, a PE ratio of 10.99 and a beta of 0.62. iShares MSCI Intl Value Factor ETF has a 52-week low of $34.21 and a 52-week high of $44.49.

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.