Simplicity Wealth LLC Boosts Stake in iShares MSCI Intl Value Factor ETF $IVLU

Simplicity Wealth LLC raised its position in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU) by 1.7% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 19,498 shares of the company’s stock after buying an additional 323 shares during the period. Simplicity Wealth LLC’s holdings in iShares MSCI Intl Value Factor ETF were worth $641,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. boosted its position in iShares MSCI Intl Value Factor ETF by 3.4% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 15,430,525 shares of the company’s stock valued at $467,699,000 after buying an additional 503,393 shares during the last quarter. Focus Partners Wealth boosted its position in iShares MSCI Intl Value Factor ETF by 41.7% in the 1st quarter. Focus Partners Wealth now owns 1,091,571 shares of the company’s stock valued at $33,086,000 after buying an additional 321,158 shares during the last quarter. Kathmere Capital Management LLC boosted its position in iShares MSCI Intl Value Factor ETF by 0.3% in the 2nd quarter. Kathmere Capital Management LLC now owns 808,775 shares of the company’s stock valued at $26,601,000 after buying an additional 2,734 shares during the last quarter. Armbruster Capital Management Inc. boosted its position in iShares MSCI Intl Value Factor ETF by 1.7% in the 1st quarter. Armbruster Capital Management Inc. now owns 688,233 shares of the company’s stock valued at $20,860,000 after buying an additional 11,264 shares during the last quarter. Finally, LPL Financial LLC boosted its position in iShares MSCI Intl Value Factor ETF by 14.1% in the 1st quarter. LPL Financial LLC now owns 539,954 shares of the company’s stock valued at $16,366,000 after buying an additional 66,715 shares during the last quarter.

iShares MSCI Intl Value Factor ETF Stock Performance

Shares of IVLU stock opened at $35.69 on Wednesday. iShares MSCI Intl Value Factor ETF has a one year low of $26.41 and a one year high of $36.03. The company’s 50-day simple moving average is $34.98 and its 200-day simple moving average is $32.85. The stock has a market capitalization of $2.71 billion, a price-to-earnings ratio of 10.99 and a beta of 0.82.

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.