IVLU icon

iShares MSCI Intl Value Factor ETF
IVLU

31.20 USD
-0.27
0.86%
At close Apr 30, 4:00 PM EDT
1 day
-0.86%
5 days
1.83%
1 month
2.94%
3 months
9.70%
6 months
9.98%
Year to date
15.73%
1 year
12.15%
5 years
68.56%
10 years
25.96%
0
Funds holding %
of 7,425 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

76% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 66

17% more funds holding in top 10

Funds holding in top 10: 6 [Q3] → 7 (+1) [Q4]

11% more funds holding

Funds holding: 237 [Q3] → 264 (+27) [Q4]

7.05% more ownership

Funds ownership: 90.31% [Q3] → 97.36% (+7.05%) [Q4]

1% less capital invested

Capital invested by funds: $1.66B [Q3] → $1.65B (-$14.1M) [Q4]

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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
10 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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