iShares MSCI EAFE Value ETF (BATS:EFV) is Ehrlich Financial Group’s 8th Largest Position

Ehrlich Financial Group increased its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 0.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 80,342 shares of the company’s stock after buying an additional 698 shares during the quarter. iShares MSCI EAFE Value ETF comprises approximately 3.0% of Ehrlich Financial Group’s portfolio, making the stock its 8th biggest holding. Ehrlich Financial Group’s holdings in iShares MSCI EAFE Value ETF were worth $4,216,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in EFV. FMR LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 4.6% during the 3rd quarter. FMR LLC now owns 19,209,588 shares of the company’s stock valued at $1,105,128,000 after acquiring an additional 851,958 shares during the last quarter. JPMorgan Chase & Co. increased its position in iShares MSCI EAFE Value ETF by 44.8% during the third quarter. JPMorgan Chase & Co. now owns 13,232,972 shares of the company’s stock worth $761,293,000 after purchasing an additional 4,091,747 shares during the last quarter. LPL Financial LLC raised its stake in iShares MSCI EAFE Value ETF by 91.4% during the third quarter. LPL Financial LLC now owns 12,773,389 shares of the company’s stock worth $734,853,000 after purchasing an additional 6,101,266 shares during the period. US Bancorp DE boosted its holdings in shares of iShares MSCI EAFE Value ETF by 4.7% in the 3rd quarter. US Bancorp DE now owns 12,321,761 shares of the company’s stock valued at $708,885,000 after purchasing an additional 551,006 shares during the last quarter. Finally, CWM LLC grew its stake in shares of iShares MSCI EAFE Value ETF by 103.4% during the 3rd quarter. CWM LLC now owns 6,177,993 shares of the company’s stock valued at $355,420,000 after buying an additional 3,140,696 shares during the period.

iShares MSCI EAFE Value ETF Stock Performance

Shares of EFV traded down $0.86 during trading hours on Monday, hitting $51.88. The stock had a trading volume of 1,701,754 shares. iShares MSCI EAFE Value ETF has a 12-month low of $49.15 and a 12-month high of $59.57. The firm has a market cap of $16.15 billion, a P/E ratio of 10.89 and a beta of 0.70. The company’s fifty day simple moving average is $53.74 and its 200 day simple moving average is $54.82.

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.