For investors seeking momentum, iShares International Developed Low Volatility ETF IDLV is probably on the radar. The fund just hit a 52-week high and is up 18.4% from its 52-week low of $27.11 per share.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 37,184 | $1.28M | $1.35M | $70,887.6 | 5.53% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,395 | $179,479.23 | $194,461.7 | $14,982.47 | 8.35% |
| NA Nizar Araji National Bank Of Canada /FI/ | 17,352 | $473,587.2 | $631,595.45 | $158,008.25 | 33.36% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 167,451 | $4.68M | $6.04M | $1.36M | 29.12% |
Brian Baylis Bell Investment Advisors Inc. | 184,744 | $5.48M | $6.73M | $1.26M | 22.94% |
| ARCA Exchange | US Country |
The fund operates as an investment vehicle, allocating its resources primarily into a diversified portfolio of securities. These securities are specifically selected from the S&P Developed ex-U.S. & Korea LargeMidCap Index, comprising the 200 least volatile stocks. This strategic selection is aimed at measuring the performance of these less volatile assets, potentially offering investors a more stable investment option in international markets. The underlying index, meticulously compiled, maintained, and calculated by S&P Dow Jones Indices (S&P DJI), offers a comprehensive representation of the market's less volatile segment, thus serving as a foundational element for the fund's investment strategy.
This service involves the fund allocating at least 90% of its total assets into securities that are part of the underlying index. These securities are characterized by their lower volatility compared to the broader market, focusing on the S&P Developed ex-U.S. & Korea LargeMidCap Index's 200 least volatile stocks. This approach aims to provide investors with a more stable investment option, potentially reducing the impact of market volatility on their portfolio.
The fund provides its investors with the advantage of leveraging the expertise of S&P Dow Jones Indices in compiling, maintaining, and calculating the underlying index. S&P DJI's rigorous methodology ensures the index accurately reflects the performance of its constituents, offering a reliable metric for the fund's target investments. This partnership allows investors to benefit from a well-informed investment strategy, guided by one of the leading index providers in the world.