Merkkuri Wealth Advisors LLC Buys 2,763 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Merkkuri Wealth Advisors LLC lifted its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 8.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,594 shares of the company’s stock after acquiring an additional 2,763 shares during the quarter. iShares MSCI EAFE Value ETF makes up approximately 1.4% of Merkkuri Wealth Advisors LLC’s portfolio, making the stock its 20th largest position. Merkkuri Wealth Advisors LLC’s holdings in iShares MSCI EAFE Value ETF were worth $1,815,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Dynamic Advisor Solutions LLC grew its position in iShares MSCI EAFE Value ETF by 1.6% in the 3rd quarter. Dynamic Advisor Solutions LLC now owns 11,691 shares of the company’s stock worth $673,000 after purchasing an additional 179 shares in the last quarter. Asset Dedication LLC grew its stake in iShares MSCI EAFE Value ETF by 1.5% in the 3rd quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock valued at $775,000 after purchasing an additional 199 shares during the period. Whittier Trust Co. of Nevada Inc. increased its position in shares of iShares MSCI EAFE Value ETF by 2.2% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 10,153 shares of the company’s stock valued at $584,000 after purchasing an additional 215 shares during the last quarter. Warner Financial Inc. raised its stake in shares of iShares MSCI EAFE Value ETF by 0.6% during the 3rd quarter. Warner Financial Inc. now owns 38,591 shares of the company’s stock worth $2,220,000 after purchasing an additional 227 shares during the period. Finally, Prosperity Planning Inc. boosted its holdings in shares of iShares MSCI EAFE Value ETF by 2.8% in the 4th quarter. Prosperity Planning Inc. now owns 8,315 shares of the company’s stock worth $436,000 after buying an additional 229 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

BATS EFV opened at $54.52 on Friday. The company has a market capitalization of $16.97 billion, a PE ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a 52-week low of $49.15 and a 52-week high of $59.57. The company has a 50-day simple moving average of $53.46 and a 200 day simple moving average of $54.77.

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.