Sowell Financial Services LLC Boosts Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Sowell Financial Services LLC raised its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 13.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 39,262 shares of the company’s stock after buying an additional 4,548 shares during the period. Sowell Financial Services LLC’s holdings in iShares MSCI EAFE Value ETF were worth $2,060,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Disciplined Investments LLC boosted its position in iShares MSCI EAFE Value ETF by 0.3% in the 4th quarter. Disciplined Investments LLC now owns 61,789 shares of the company’s stock valued at $3,242,000 after buying an additional 202 shares during the last quarter. DAVENPORT & Co LLC boosted its position in iShares MSCI EAFE Value ETF by 1.2% in the 4th quarter. DAVENPORT & Co LLC now owns 17,855 shares of the company’s stock valued at $937,000 after buying an additional 207 shares during the last quarter. Prosperity Planning Inc. boosted its position in 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 valued at $436,000 after buying an additional 229 shares during the last quarter. Avior Wealth Management LLC boosted its position in iShares MSCI EAFE Value ETF by 5.0% in the 4th quarter. Avior Wealth Management LLC now owns 4,936 shares of the company’s stock valued at $259,000 after buying an additional 236 shares during the last quarter. Finally, Ifrah Financial Services Inc. boosted its position in iShares MSCI EAFE Value ETF by 0.5% in the 4th quarter. Ifrah Financial Services Inc. now owns 46,120 shares of the company’s stock valued at $2,420,000 after buying an additional 238 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

Shares of iShares MSCI EAFE Value ETF stock opened at $60.02 on Monday. The firm has a market cap of $22.04 billion, a PE ratio of 12.82 and a beta of 0.82. The firm’s 50-day simple moving average is $55.18 and its 200-day simple moving average is $55.29. iShares MSCI EAFE Value ETF has a 1 year low of $51.05 and a 1 year high of $60.04.

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.