iShares MSCI EAFE Value ETF (BATS:EFV) Shares Sold by MA Private Wealth
by Teresa Graham · The Cerbat GemMA Private Wealth lowered its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 0.9% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 388,776 shares of the company’s stock after selling 3,516 shares during the quarter. iShares MSCI EAFE Value ETF comprises about 4.3% of MA Private Wealth’s portfolio, making the stock its 8th largest position. MA Private Wealth owned about 0.11% of iShares MSCI EAFE Value ETF worth $22,914,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. LPL Financial LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 34.6% in the 4th quarter. LPL Financial LLC now owns 17,195,268 shares of the company’s stock valued at $902,236,000 after buying an additional 4,421,879 shares during the period. Envestnet Asset Management Inc. lifted its holdings in shares of iShares MSCI EAFE Value ETF by 7.5% in the 4th quarter. Envestnet Asset Management Inc. now owns 58,027,852 shares of the company’s stock valued at $3,044,721,000 after buying an additional 4,032,718 shares during the period. Alliancebernstein L.P. lifted its holdings in shares of iShares MSCI EAFE Value ETF by 122.3% in the 4th quarter. Alliancebernstein L.P. now owns 5,781,455 shares of the company’s stock valued at $303,353,000 after buying an additional 3,180,255 shares during the period. FMR LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 8.0% in the 4th quarter. FMR LLC now owns 20,745,609 shares of the company’s stock valued at $1,088,522,000 after buying an additional 1,536,021 shares during the period. Finally, Sagespring Wealth Partners LLC acquired a new position in shares of iShares MSCI EAFE Value ETF in the 4th quarter valued at about $63,029,000.
iShares MSCI EAFE Value ETF Stock Up 21.7%
Shares of EFV stock opened at $63.62 on Friday. The stock has a market cap of $26.08 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 $64.69. The business has a 50-day simple moving average of $63.08 and a 200-day simple moving average of $58.74.
iShares MSCI EAFE Value ETF 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.
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