IVLU 📈 iShares Edge MSCI Intl - Overview

The iShares Edge MSCI Intl Value Factor ETF, listed on the NYSE ARCA under the ticker IVLU, is designed to track the performance of a specific index that focuses on value stocks in international markets, excluding the United States. This ETF typically allocates at least 80% of its assets to the component securities of its underlying index, which is derived from a traditional market capitalization-weighted parent index, the MSCI World ex USA Index. By doing so, it aims to capture the value factor in international markets, providing investors with exposure to companies that are undervalued relative to their fundamentals.

Furthermore, the fund has the flexibility to invest up to 20% of its assets in a range of other instruments, including futures, options, and swap contracts, as well as cash and cash equivalents. This flexibility allows the fund managers to use derivatives for efficient portfolio management, such as hedging or gaining exposure to specific markets. Additionally, the fund may invest in securities not included in the underlying index, providing the managers with some degree of discretion to make tactical investment decisions. The ETF is domiciled in the United States and has the ISIN code US46435G4091, categorizing it as a foreign large value ETF.

As part of the iShares family of exchange-traded funds, the iShares Edge MSCI Intl Value Factor ETF is supported by the resources and expertise of its parent company, which can be accessed through their website at http://www.ishares.com. This platform provides investors with detailed information about the fund, including its holdings, performance, and other key characteristics. By offering a diversified portfolio of international value stocks, this ETF aims to provide investors with a targeted investment solution that can help them achieve their long-term financial goals.