BlackDiamond Wealth Management LLC Reduces Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

BlackDiamond Wealth Management LLC trimmed its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 4.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 53,158 shares of the company’s stock after selling 2,490 shares during the quarter. iShares MSCI EAFE Value ETF accounts for approximately 1.6% of BlackDiamond Wealth Management LLC’s investment portfolio, making the stock its 18th largest position. BlackDiamond Wealth Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $2,789,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of EFV. Disciplined Investments LLC raised its holdings in iShares MSCI EAFE Value ETF by 0.3% in the fourth quarter. Disciplined Investments LLC now owns 61,789 shares of the company’s stock worth $3,242,000 after purchasing an additional 202 shares in the last quarter. DAVENPORT & Co LLC increased its holdings in shares of iShares MSCI EAFE Value ETF by 1.2% during the fourth quarter. DAVENPORT & Co LLC now owns 17,855 shares of the company’s stock valued at $937,000 after acquiring an additional 207 shares in the last quarter. Prosperity Planning Inc. increased its holdings in shares of 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 valued at $436,000 after acquiring an additional 229 shares in the last quarter. Avior Wealth Management LLC increased its holdings in shares of iShares MSCI EAFE Value ETF by 5.0% during the fourth quarter. Avior Wealth Management LLC now owns 4,936 shares of the company’s stock valued at $259,000 after acquiring an additional 236 shares in the last quarter. Finally, Ifrah Financial Services Inc. increased its holdings in shares of iShares MSCI EAFE Value ETF by 0.5% during the fourth quarter. Ifrah Financial Services Inc. now owns 46,120 shares of the company’s stock valued at $2,420,000 after acquiring an additional 238 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Up 15.6 %

EFV opened at $60.41 on Tuesday. iShares MSCI EAFE Value ETF has a 52-week low of $51.05 and a 52-week high of $60.66. The company has a market cap of $22.18 billion, a P/E ratio of 12.82 and a beta of 0.82. The firm’s 50-day moving average price is $56.00 and its 200-day moving average price is $55.41.

iShares MSCI EAFE Value ETF 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.