Valued Wealth Advisors LLC Increases Position in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU)

Valued Wealth Advisors LLC raised its position in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU) by 54.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 51,425 shares of the company’s stock after buying an additional 18,189 shares during the period. iShares MSCI Intl Value Factor ETF comprises about 0.9% of Valued Wealth Advisors LLC’s holdings, making the stock its 16th largest holding. Valued Wealth Advisors LLC owned about 0.08% of iShares MSCI Intl Value Factor ETF worth $1,394,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Assetmark Inc. purchased a new position in iShares MSCI Intl Value Factor ETF during the 3rd quarter valued at about $57,000. Northwest Investment Counselors LLC purchased a new position in shares of iShares MSCI Intl Value Factor ETF in the third quarter valued at approximately $66,000. Transcendent Capital Group LLC purchased a new position in shares of iShares MSCI Intl Value Factor ETF in the third quarter valued at approximately $67,000. Bruce G. Allen Investments LLC purchased a new stake in iShares MSCI Intl Value Factor ETF during the 4th quarter worth approximately $78,000. Finally, EP Wealth Advisors LLC lifted its holdings in iShares MSCI Intl Value Factor ETF by 14.2% during the 2nd quarter. EP Wealth Advisors LLC now owns 4,211 shares of the company’s stock worth $116,000 after buying an additional 524 shares in the last quarter.

iShares MSCI Intl Value Factor ETF Stock Up 0.4 %

Shares of IVLU stock opened at $28.01 on Monday. iShares MSCI Intl Value Factor ETF has a 52 week low of $25.85 and a 52 week high of $29.92. The firm has a 50 day moving average of $27.51 and a two-hundred day moving average of $28.16. The stock has a market capitalization of $1.75 billion, a PE ratio of 9.61 and a beta of 0.70.

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.