Falcon Wealth Planning Has $1.24 Million Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Falcon Wealth Planning cut its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 6.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 23,584 shares of the company’s stock after selling 1,602 shares during the quarter. Falcon Wealth Planning’s holdings in iShares MSCI EAFE Value ETF were worth $1,237,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in EFV. Watershed Private Wealth LLC raised its position in shares of iShares MSCI EAFE Value ETF by 10.9% in the fourth quarter. Watershed Private Wealth LLC now owns 204,116 shares of the company’s stock valued at $10,710,000 after purchasing an additional 20,092 shares during the period. Patriot Financial Group Insurance Agency LLC grew its stake in iShares MSCI EAFE Value ETF by 7.9% in the 4th quarter. Patriot Financial Group Insurance Agency LLC now owns 37,894 shares of the company’s stock valued at $1,988,000 after buying an additional 2,760 shares during the last quarter. Perigon Wealth Management LLC raised its holdings in iShares MSCI EAFE Value ETF by 15.7% in the 4th quarter. Perigon Wealth Management LLC now owns 270,545 shares of the company’s stock valued at $14,347,000 after acquiring an additional 36,728 shares during the period. Hutchens & Kramer Investment Management Group LLC lifted its position in iShares MSCI EAFE Value ETF by 5.8% during the fourth quarter. Hutchens & Kramer Investment Management Group LLC now owns 25,853 shares of the company’s stock worth $1,357,000 after acquiring an additional 1,412 shares during the last quarter. Finally, Revolve Wealth Partners LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF by 41.3% during the fourth quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock worth $2,032,000 after acquiring an additional 11,327 shares during the period.

iShares MSCI EAFE Value ETF Trading Up 5.0 %

Shares of BATS EFV opened at $54.85 on Wednesday. The firm has a market cap of $17.07 billion, a P/E ratio of 10.89 and a beta of 0.70. The business’s 50 day moving average is $53.47 and its 200-day moving average is $54.78. iShares MSCI EAFE Value ETF has a 1-year low of $49.15 and a 1-year high of $59.57.

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.