Legacy Financial Group LLC Reduces Stock Holdings in iShares MSCI EAFE Value ETF $EFV

Legacy Financial Group LLC lessened its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFVFree Report) by 11.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 190,504 shares of the company’s stock after selling 24,202 shares during the period. iShares MSCI EAFE Value ETF makes up 1.8% of Legacy Financial Group LLC’s holdings, making the stock its 20th biggest position. Legacy Financial Group LLC’s holdings in iShares MSCI EAFE Value ETF were worth $14,741,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Simmons Bank purchased a new stake in iShares MSCI EAFE Value ETF in the fourth quarter valued at $239,000. Plancorp LLC grew its holdings in iShares MSCI EAFE Value ETF by 0.6% during the fourth quarter. Plancorp LLC now owns 254,002 shares of the company’s stock worth $18,138,000 after acquiring an additional 1,515 shares during the period. Western Wealth Management LLC raised its position in iShares MSCI EAFE Value ETF by 11.5% during the fourth quarter. Western Wealth Management LLC now owns 17,590 shares of the company’s stock valued at $1,256,000 after acquiring an additional 1,813 shares in the last quarter. Allworth Financial LP lifted its holdings in iShares MSCI EAFE Value ETF by 7.8% in the fourth quarter. Allworth Financial LP now owns 138,220 shares of the company’s stock valued at $9,870,000 after acquiring an additional 9,972 shares during the period. Finally, HighMark Wealth Management LLC boosted its position in iShares MSCI EAFE Value ETF by 0.3% in the 4th quarter. HighMark Wealth Management LLC now owns 223,010 shares of the company’s stock worth $15,925,000 after purchasing an additional 769 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

Shares of BATS EFV opened at $78.38 on Friday. The stock has a market capitalization of $32.14 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. The firm’s 50 day simple moving average is $75.75 and its 200-day simple moving average is $73.87. iShares MSCI EAFE Value ETF has a 12 month low of $61.29 and a 12 month high of $80.14.

iShares MSCI EAFE Value ETF Profile

(Free Report)

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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.

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Institutional Ownership by Quarter for iShares MSCI EAFE Value ETF (BATS:EFV)

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