Waller Financial Planning Group Inc. lifted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 5.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 549,236 shares of the company’s stock after purchasing an additional 29,315 shares during the period. iShares MSCI EAFE Value ETF comprises 8.8% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 3rd largest holding. Waller Financial Planning Group Inc. owned approximately 0.13% of iShares MSCI EAFE Value ETF worth $43,467,000 at the end of the most recent quarter.
Several other institutional investors have also recently bought and sold shares of EFV. Bank of America Corp DE boosted its holdings in shares of iShares MSCI EAFE Value ETF by 7.7% in the first quarter. Bank of America Corp DE now owns 10,342,735 shares of the company’s stock worth $768,982,000 after acquiring an additional 736,906 shares during the period. Principal Securities Inc. lifted its stake in shares of iShares MSCI EAFE Value ETF by 24.1% in the 4th quarter. Principal Securities Inc. now owns 147,933 shares of the company’s stock worth $10,564,000 after purchasing an additional 28,722 shares during the period. D.A. Davidson & CO. lifted its holdings in iShares MSCI EAFE Value ETF by 352.5% in the 1st quarter. D.A. Davidson & CO. now owns 60,013 shares of the company’s stock worth $4,462,000 after purchasing an additional 46,749 shares in the last quarter. SMART Wealth LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 121.8% in the 2nd quarter. SMART Wealth LLC now owns 40,479 shares of the company’s stock valued at $3,099,000 after acquiring an additional 22,232 shares during the last quarter. Finally, Marks Group Wealth Management Inc boosted its stake in shares of iShares MSCI EAFE Value ETF by 27.8% during the first quarter. Marks Group Wealth Management Inc now owns 446,464 shares of the company’s stock valued at $33,195,000 after purchasing an additional 97,024 shares during the period.
iShares MSCI EAFE Value ETF Price Performance
iShares MSCI EAFE Value ETF stock traded down $0.84 during mid-day trading on Wednesday, reaching $78.11. 769,979 shares of the company traded hands, compared to its average volume of 3,614,976. The firm’s fifty day moving average is $81.28 and its two-hundred day moving average is $78.62. The company has a market capitalization of $32.03 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a fifty-two week low of $66.62 and a fifty-two week high of $83.22.
iShares MSCI EAFE Value ETF Company Profile
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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