Ishares Edge Msci Etf Profile
| IVLU Etf | USD 31.50 0.18 0.57% |
PerformanceSolid
| Odds Of DistressLow
|
IShares Edge is selling for under 31.50 as of the 19th of March 2025; that is 0.57 percent increase since the beginning of the trading day. The etf's last reported lowest price was 31.35. IShares Edge has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the underlying index. More on iShares Edge MSCI
Moving together with IShares Etf
| 0.75 | EFV | iShares MSCI EAFE Low Volatility | PairCorr |
| 0.74 | FNDF | Schwab Fundamental | PairCorr |
| 0.73 | VYMI | Vanguard International | PairCorr |
| 0.73 | IDV | iShares International Low Volatility | PairCorr |
| 0.73 | DFIV | Dimensional International | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Large Cap ETFs, Size And Style ETFs, Foreign Large Value, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2015-06-16 |
| Benchmark | MSCI World ex USA Enhanced Value Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 2.02 Billion |
| Average Trading Valume | 309,826.4 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | Global ex-U.S. |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Jennifer Hsui, Greg Savage and Paul Whitehead |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Jul |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 359 |
| Market Maker | Jane Street |
| Total Expense | 0.3 |
| Management Fee | 0.3 |
| Country Name | USA |
| Returns Y T D | 15.53 |
| Name | iShares Edge MSCI Intl Value Factor ETF |
| Currency Code | USD |
| Open Figi | BBG009DR6410 |
| In Threey Volatility | 16.97 |
| 1y Volatility | 12.32 |
| 200 Day M A | 28.3807 |
| 50 Day M A | 28.7742 |
| Code | IVLU |
| Updated At | 18th of March 2025 |
| Currency Name | US Dollar |
iShares Edge MSCI [IVLU] is traded in USA and was established 2015-06-16. The fund is listed under Foreign Large Value category and is part of iShares family. The entity is thematically classified as Large Cap ETFs. iShares Edge MSCI currently have 1.35 B in assets under management (AUM). , while the total return for the last 3 years was 12.1%.
Check IShares Edge Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Edge MSCI Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
iShares Edge MSCI Currency Exposure
iShares Edge MSCI holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares Edge will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares Edge MSCI.
Top iShares Edge MSCI Etf Constituents
| MBFJF | Mitsubishi UFJ Financial | Pink Sheet | Banks—Diversified | |
| MSBHF | Mitsubishi Corp | Pink Sheet | Conglomerates | |
| ROG | Rogers | Stock | Information Technology | |
| SMFNF | Sumitomo Mitsui Financial | Pink Sheet | Banks—Diversified | |
| SVNDF | Seven i Holdings | Pink Sheet | Grocery Stores | |
| TOYOF | Toyota Motor Corp | Pink Sheet | Auto Manufacturers | |
| ITOCF | ITOCHU | Pink Sheet | Conglomerates | |
| AHODF | Koninklijke Ahold Delhaize | OTC Stock | Grocery Stores |
iShares Edge MSCI Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Edge. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1745 | |||
| Jensen Alpha | 0.152 | |||
| Total Risk Alpha | 0.2719 | |||
| Sortino Ratio | 0.3082 |
IShares Edge Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Edge MSCI. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
The market value of iShares Edge MSCI is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Edge's value that differs from its market value or its book value, called intrinsic value, which is IShares Edge's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Edge's market value can be influenced by many factors that don't directly affect IShares Edge's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Edge's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Edge is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Edge's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.