Summit Financial Strategies Inc. Has $2.45 Million Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Summit Financial Strategies Inc. cut its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 1.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 46,594 shares of the company’s stock after selling 552 shares during the quarter. Summit Financial Strategies Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $2,445,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Concourse Financial Group Securities Inc. lifted its position in shares of iShares MSCI EAFE Value ETF by 125.8% in the third quarter. Concourse Financial Group Securities Inc. now owns 189,989 shares of the company’s stock worth $10,930,000 after purchasing an additional 105,835 shares in the last quarter. BNP Paribas Financial Markets increased its stake in iShares MSCI EAFE Value ETF by 14.1% in the 3rd quarter. BNP Paribas Financial Markets now owns 4,277 shares of the company’s stock valued at $246,000 after buying an additional 527 shares during the last quarter. Advisory Alpha LLC increased its stake in iShares MSCI EAFE Value ETF by 15.1% in the 2nd quarter. Advisory Alpha LLC now owns 57,069 shares of the company’s stock valued at $3,027,000 after buying an additional 7,505 shares during the last quarter. Corepath Wealth Partners LLC lifted its position in iShares MSCI EAFE Value ETF by 0.8% during the 3rd quarter. Corepath Wealth Partners LLC now owns 77,264 shares of the company’s stock worth $4,378,000 after buying an additional 611 shares in the last quarter. Finally, Lauterbach Financial Advisors LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 7.0% during the 3rd quarter. Lauterbach Financial Advisors LLC now owns 6,428 shares of the company’s stock worth $370,000 after buying an additional 418 shares during the last quarter.

iShares MSCI EAFE Value ETF Price Performance

Shares of BATS EFV opened at $54.52 on Monday. iShares MSCI EAFE Value ETF has a fifty-two week low of $49.15 and a fifty-two week high of $59.57. The stock has a market capitalization of $16.97 billion, a price-to-earnings ratio of 10.89 and a beta of 0.70. The business has a 50-day moving average of $53.46 and a 200-day moving average of $54.78.

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.