BridgePort Financial Solutions LLC Has $3.85 Million Position in iShares MSCI EAFE Value ETF $EFV

BridgePort Financial Solutions LLC grew its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 25.5% during the 2nd quarter, HoldingsChannel reports. The firm owned 60,705 shares of the company’s stock after acquiring an additional 12,342 shares during the quarter. iShares MSCI EAFE Value ETF comprises about 1.3% of BridgePort Financial Solutions LLC’s investment portfolio, making the stock its 18th biggest position. BridgePort Financial Solutions LLC’s holdings in iShares MSCI EAFE Value ETF were worth $3,854,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Tempus Wealth Planning LLC grew its position in shares of iShares MSCI EAFE Value ETF by 30.5% in the second quarter. Tempus Wealth Planning LLC now owns 32,836 shares of the company’s stock valued at $2,084,000 after purchasing an additional 7,674 shares during the last quarter. GAMMA Investing LLC grew its position in shares of iShares MSCI EAFE Value ETF by 39.5% in the first quarter. GAMMA Investing LLC now owns 2,054 shares of the company’s stock valued at $121,000 after purchasing an additional 582 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its stake in shares of iShares MSCI EAFE Value ETF by 4.5% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 326,903 shares of the company’s stock valued at $19,267,000 after buying an additional 13,986 shares during the period. First American Trust FSB lifted its stake in shares of iShares MSCI EAFE Value ETF by 380.1% in the first quarter. First American Trust FSB now owns 509,715 shares of the company’s stock valued at $30,043,000 after buying an additional 403,538 shares during the period. Finally, QRG Capital Management Inc. lifted its stake in shares of iShares MSCI EAFE Value ETF by 60.5% in the first quarter. QRG Capital Management Inc. now owns 7,471 shares of the company’s stock valued at $440,000 after buying an additional 2,816 shares during the period.

iShares MSCI EAFE Value ETF Stock Performance

BATS EFV opened at $68.68 on Friday. The firm has a 50-day simple moving average of $66.75 and a 200 day simple moving average of $63.26. iShares MSCI EAFE Value ETF has a twelve month low of $51.05 and a twelve month high of $66.83. The stock has a market cap of $28.16 billion, a PE ratio of 12.17 and a beta of 0.73.

About iShares MSCI EAFE Value ETF

iShares MSCI EAFE Value ETF (the Fund), formerly iShares MSCI EAFE Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI EAFE Value Index. The Index is a subset of the MSCI EAFE Index and constituents of the Index include securities from Europe, Australasia (Australia and Asia), and the Far East.