ONE Advisory Partners LLC boosted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 217,221 shares of the company’s stock after buying an additional 3,126 shares during the period. iShares MSCI EAFE Value ETF makes up about 5.1% of ONE Advisory Partners LLC’s portfolio, making the stock its 7th biggest holding. ONE Advisory Partners LLC owned about 0.07% of iShares MSCI EAFE Value ETF worth $11,398,000 at the end of the most recent reporting period.
Several other institutional investors have also added to or reduced their stakes in EFV. Dynamic Advisor Solutions LLC grew its holdings in shares of iShares MSCI EAFE Value ETF by 1.6% in the third quarter. Dynamic Advisor Solutions LLC now owns 11,691 shares of the company’s stock valued at $673,000 after purchasing an additional 179 shares in the last quarter. Asset Dedication LLC grew its holdings in shares of iShares MSCI EAFE Value ETF by 1.5% in the third quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock worth $775,000 after purchasing an additional 199 shares during the last quarter. Whittier Trust Co. of Nevada Inc. increased its stake in shares of iShares MSCI EAFE Value ETF by 2.2% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 10,153 shares of the company’s stock valued at $584,000 after buying an additional 215 shares during the period. Warner Financial Inc. increased its holdings in iShares MSCI EAFE Value ETF by 0.6% during the third quarter. Warner Financial Inc. now owns 38,591 shares of the company’s stock valued at $2,220,000 after buying an additional 227 shares during the period. Finally, Prosperity Planning Inc. lifted its holdings in iShares MSCI EAFE Value ETF by 2.8% during the fourth quarter. Prosperity Planning Inc. now owns 8,315 shares of the company’s stock worth $436,000 after buying an additional 229 shares during the period.
iShares MSCI EAFE Value ETF Trading Up 4.0 %
Shares of BATS:EFV opened at $54.34 on Friday. The company has a market capitalization of $16.91 billion, a PE ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a 12-month low of $49.15 and a 12-month high of $59.57. The business’s fifty day simple moving average is $53.44 and its 200-day simple moving average is $54.77.
About iShares MSCI EAFE Value ETF
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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