Concurrent Investment Advisors LLC Reduces Position in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU)

Concurrent Investment Advisors LLC trimmed its holdings in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU) by 24.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 72,321 shares of the company’s stock after selling 22,893 shares during the quarter. Concurrent Investment Advisors LLC owned approximately 0.12% of iShares MSCI Intl Value Factor ETF worth $2,136,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of IVLU. Envestnet Portfolio Solutions Inc. grew its stake in iShares MSCI Intl Value Factor ETF by 4.3% in the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 19,842 shares of the company’s stock worth $560,000 after acquiring an additional 814 shares in the last quarter. Stonebrook Private Inc. raised its position in iShares MSCI Intl Value Factor ETF by 8.0% during the 1st quarter. Stonebrook Private Inc. now owns 25,769 shares of the company’s stock valued at $727,000 after purchasing an additional 1,907 shares in the last quarter. QRG Capital Management Inc. purchased a new stake in shares of iShares MSCI Intl Value Factor ETF in the 1st quarter worth $310,000. Angeles Wealth Management LLC purchased a new position in shares of iShares MSCI Intl Value Factor ETF during the first quarter valued at $144,000. Finally, Leo Wealth LLC increased its stake in shares of iShares MSCI Intl Value Factor ETF by 4.6% during the first quarter. Leo Wealth LLC now owns 284,207 shares of the company’s stock valued at $8,005,000 after buying an additional 12,450 shares during the period.

iShares MSCI Intl Value Factor ETF Price Performance

NYSEARCA:IVLU opened at $28.72 on Friday. iShares MSCI Intl Value Factor ETF has a 1-year low of $24.58 and a 1-year high of $29.92. The company has a 50-day moving average of $28.87 and a 200 day moving average of $28.43. The firm has a market cap of $1.79 billion, a PE ratio of 9.61 and a beta of 0.70.

iShares MSCI Intl Value Factor ETF Company 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.