iShares MSCI EAFE Value ETF $EFV Shares Acquired by Fortress Wealth Management Inc.

by · The Cerbat Gem

Fortress Wealth Management Inc. increased its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 0.9% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,714 shares of the company’s stock after acquiring an additional 225 shares during the period. iShares MSCI EAFE Value ETF makes up about 0.8% of Fortress Wealth Management Inc.’s investment portfolio, making the stock its 25th biggest position. Fortress Wealth Management Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $1,569,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC purchased a new stake in iShares MSCI EAFE Value ETF in the 4th quarter valued at approximately $281,000. Revolve Wealth Partners LLC lifted its stake in iShares MSCI EAFE Value ETF by 41.3% in the 4th quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock valued at $2,032,000 after buying an additional 11,327 shares in the last quarter. BNP Paribas Financial Markets lifted its stake in iShares MSCI EAFE Value ETF by 134.7% in the 4th quarter. BNP Paribas Financial Markets now owns 10,037 shares of the company’s stock valued at $527,000 after buying an additional 5,760 shares in the last quarter. Royal Bank of Canada lifted its stake in iShares MSCI EAFE Value ETF by 11.1% in the 4th quarter. Royal Bank of Canada now owns 1,484,524 shares of the company’s stock valued at $77,892,000 after buying an additional 147,807 shares in the last quarter. Finally, Toronto Dominion Bank purchased a new stake in iShares MSCI EAFE Value ETF in the 4th quarter valued at approximately $542,000.

iShares MSCI EAFE Value ETF Stock Performance

EFV stock opened at $67.56 on Thursday. iShares MSCI EAFE Value ETF has a 1 year low of $51.05 and a 1 year high of $66.83. The stock’s 50 day moving average price is $65.88 and its 200 day moving average price is $62.58. The firm has a market cap of $27.70 billion, a P/E ratio of 12.17 and a beta of 0.73.

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.

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