Theory Financial LLC Has $3.32 Million Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Theory Financial LLC increased its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 15.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 63,347 shares of the company’s stock after acquiring an additional 8,684 shares during the period. iShares MSCI EAFE Value ETF accounts for about 1.4% of Theory Financial LLC’s portfolio, making the stock its 25th largest position. Theory Financial LLC’s holdings in iShares MSCI EAFE Value ETF were worth $3,324,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Pinnacle Financial Partners Inc boosted its position in iShares MSCI EAFE Value ETF by 40.4% in the fourth quarter. Pinnacle Financial Partners Inc now owns 54,856 shares of the company’s stock valued at $2,878,000 after buying an additional 15,798 shares in the last quarter. Sigma Planning Corp boosted its position in iShares MSCI EAFE Value ETF by 49.0% in the fourth quarter. Sigma Planning Corp now owns 33,592 shares of the company’s stock valued at $1,763,000 after buying an additional 11,048 shares in the last quarter. Element Wealth LLC boosted its position in iShares MSCI EAFE Value ETF by 180.6% in the fourth quarter. Element Wealth LLC now owns 1,933 shares of the company’s stock valued at $101,000 after buying an additional 1,244 shares in the last quarter. Able Wealth Management LLC boosted its position in iShares MSCI EAFE Value ETF by 27.8% in the fourth quarter. Able Wealth Management LLC now owns 15,935 shares of the company’s stock valued at $836,000 after buying an additional 3,467 shares in the last quarter. Finally, Advyzon Investment Management LLC acquired a new position in iShares MSCI EAFE Value ETF in the fourth quarter valued at about $288,000.

iShares MSCI EAFE Value ETF Stock Up 8.8 %

BATS:EFV opened at $56.89 on Friday. The firm has a market cap of $17.70 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 company’s 50-day moving average price is $54.05 and its two-hundred day moving average price is $54.98.

iShares MSCI EAFE Value ETF Company 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.