Financial Synergies Wealth Advisors Inc. Buys 5,162 Shares of iShares MSCI EAFE Value ETF $EFV

Financial Synergies Wealth Advisors Inc. boosted its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 0.6% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 903,671 shares of the company’s stock after acquiring an additional 5,162 shares during the period. iShares MSCI EAFE Value ETF accounts for about 6.2% of Financial Synergies Wealth Advisors Inc.’s holdings, making the stock its 5th biggest position. Financial Synergies Wealth Advisors Inc. owned approximately 0.22% of iShares MSCI EAFE Value ETF worth $57,365,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Atwood & Palmer Inc. acquired a new position in iShares MSCI EAFE Value ETF in the 2nd quarter valued at about $25,000. IMG Wealth Management Inc. acquired a new position in iShares MSCI EAFE Value ETF in the 1st quarter valued at about $27,000. Pandora Wealth Inc. acquired a new position in iShares MSCI EAFE Value ETF in the 2nd quarter valued at about $30,000. Trust Co. of Vermont increased its position in iShares MSCI EAFE Value ETF by 59.7% in the 1st quarter. Trust Co. of Vermont now owns 479 shares of the company’s stock valued at $28,000 after acquiring an additional 179 shares during the period. Finally, Bogart Wealth LLC increased its position in iShares MSCI EAFE Value ETF by 119.6% in the 1st quarter. Bogart Wealth LLC now owns 549 shares of the company’s stock valued at $32,000 after acquiring an additional 299 shares during the period.

iShares MSCI EAFE Value ETF Stock Up 30.3%

Shares of EFV stock opened at $68.12 on Friday. The stock has a market capitalization of $27.93 billion, a PE ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 52-week low of $51.05 and a 52-week high of $66.83. The stock’s 50-day moving average price is $67.45 and its 200 day moving average price is $63.80.

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.