IVLU icon

iShares MSCI Intl Value Factor ETF
IVLU

30.92 USD
-0.01
0.03%
At close Mar 27, 4:00 PM EDT
Pre-market
30.82
-0.10
0.32%
1 day
-0.03%
5 days
-0.26%
1 month
4.53%
3 months
13.76%
6 months
4.18%
Year to date
14.69%
1 year
9.34%
5 years
75.98%
10 years
24.83%
0
Funds holding %
of 7,390 funds
–
Analysts bullish %

Fund manager confidence

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

350% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 10

72% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 67

17% more funds holding in top 10

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

12% more funds holding

Funds holding: 237 [Q3] → 265 (+28) [Q4]

1.07% more ownership

Funds ownership: 96.37% [Q3] → 97.43% (+1.07%) [Q4]

6% less capital invested

Capital invested by funds: $1.77B [Q3] → $1.67B (-$106M) [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
9 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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