Vertex Planning Partners LLC Buys 538 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Vertex Planning Partners LLC grew its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 1.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 44,029 shares of the company’s stock after buying an additional 538 shares during the period. Vertex Planning Partners LLC’s holdings in iShares MSCI EAFE Value ETF were worth $2,310,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the stock. LPL Financial LLC lifted its holdings in iShares MSCI EAFE Value ETF by 34.6% during the fourth quarter. LPL Financial LLC now owns 17,195,268 shares of the company’s stock worth $902,236,000 after acquiring an additional 4,421,879 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of iShares MSCI EAFE Value ETF by 44.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 13,232,972 shares of the company’s stock valued at $761,293,000 after purchasing an additional 4,091,747 shares in the last quarter. MML Investors Services LLC grew its position in shares of iShares MSCI EAFE Value ETF by 115.0% in the 3rd quarter. MML Investors Services LLC now owns 3,396,292 shares of the company’s stock valued at $195,389,000 after purchasing an additional 1,816,371 shares during the period. Raymond James Financial Inc. acquired a new stake in iShares MSCI EAFE Value ETF during the 4th quarter worth approximately $94,333,000. Finally, Dynasty Wealth Management LLC bought a new position in iShares MSCI EAFE Value ETF in the fourth quarter valued at approximately $68,860,000.

iShares MSCI EAFE Value ETF Stock Up 14.6 %

iShares MSCI EAFE Value ETF stock opened at $59.91 on Friday. iShares MSCI EAFE Value ETF has a twelve month low of $51.05 and a twelve month high of $60.86. The company has a 50 day moving average of $57.22 and a 200-day moving average of $55.64. The stock has a market capitalization of $20.73 billion, a PE ratio of 13.02 and a beta of 0.82.

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.