Waller Financial Planning Group Inc. Buys 29,315 Shares of iShares MSCI EAFE Value ETF $EFV

by · The Markets Daily

Waller Financial Planning Group Inc. raised its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 5.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 549,236 shares of the company’s stock after purchasing an additional 29,315 shares during the quarter. iShares MSCI EAFE Value ETF makes up approximately 8.8% of Waller Financial Planning Group Inc.’s holdings, making the stock its 3rd biggest position. Waller Financial Planning Group Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $43,467,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of EFV. Nations Financial Group Inc. IA ADV raised its position in shares of iShares MSCI EAFE Value ETF by 2.5% during the first quarter. Nations Financial Group Inc. IA ADV now owns 5,364 shares of the company’s stock worth $399,000 after purchasing an additional 131 shares during the period. Halbert Hargrove Global Advisors LLC grew its position in shares of iShares MSCI EAFE Value ETF by 21.2% in the 1st quarter. Halbert Hargrove Global Advisors LLC now owns 750 shares of the company’s stock worth $56,000 after buying an additional 131 shares during the last quarter. Arlington Trust Co LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 3.5% during the second quarter. Arlington Trust Co LLC now owns 4,258 shares of the company’s stock valued at $326,000 after purchasing an additional 144 shares in the last quarter. Sound Financial Strategies Group LLC lifted its stake in iShares MSCI EAFE Value ETF by 0.8% during the 2nd quarter. Sound Financial Strategies Group LLC now owns 17,619 shares of the company’s stock valued at $1,349,000 after acquiring an additional 145 shares during the period. Finally, McMill Wealth Management lifted its position in iShares MSCI EAFE Value ETF by 0.8% during the fourth quarter. McMill Wealth Management now owns 19,760 shares of the company’s stock valued at $1,411,000 after purchasing an additional 164 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

EFV stock traded down $0.84 during mid-day trading on Wednesday, reaching $78.11. 769,979 shares of the stock traded hands, compared to its average volume of 3,614,976. The stock has a market capitalization of $32.03 billion, a PE ratio of 12.17 and a beta of 0.73. The business has a 50-day moving average price of $81.28 and a two-hundred day moving average price of $78.62. iShares MSCI EAFE Value ETF has a one year low of $66.62 and a one year high of $83.22.

iShares MSCI EAFE Value ETF shares are set to split on Thursday, November 5th. The 2-1 split was recently announced. The newly issued shares will be issued to shareholders after the market closes on Wednesday, November 4th.

iShares MSCI EAFE Value ETF Company 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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