Ehrlich Financial Group Has $2.30 Million Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Ehrlich Financial Group reduced its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 51.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,012 shares of the company’s stock after selling 41,330 shares during the quarter. iShares MSCI EAFE Value ETF makes up approximately 1.7% of Ehrlich Financial Group’s holdings, making the stock its 15th largest holding. Ehrlich Financial Group’s holdings in iShares MSCI EAFE Value ETF were worth $2,299,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Unique Wealth LLC lifted its holdings in iShares MSCI EAFE Value ETF by 107.8% during the 1st quarter. Unique Wealth LLC now owns 116,519 shares of the company’s stock worth $6,868,000 after buying an additional 60,456 shares in the last quarter. Harbor Group Inc. lifted its holdings in iShares MSCI EAFE Value ETF by 17.3% during the 1st quarter. Harbor Group Inc. now owns 67,646 shares of the company’s stock worth $3,987,000 after buying an additional 9,991 shares in the last quarter. Foster Group Inc. lifted its holdings in iShares MSCI EAFE Value ETF by 1.7% during the 1st quarter. Foster Group Inc. now owns 11,715 shares of the company’s stock worth $690,000 after buying an additional 195 shares in the last quarter. Breakwater Capital Group lifted its holdings in iShares MSCI EAFE Value ETF by 22.4% during the 1st quarter. Breakwater Capital Group now owns 29,179 shares of the company’s stock worth $1,720,000 after buying an additional 5,345 shares in the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. lifted its holdings in iShares MSCI EAFE Value ETF by 52.6% during the 1st quarter. Thurston Springer Miller Herd & Titak Inc. now owns 5,977 shares of the company’s stock worth $353,000 after buying an additional 2,060 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

BATS:EFV opened at $64.15 on Friday. The stock’s fifty day moving average price is $60.35 and its two-hundred day moving average price is $57.18. iShares MSCI EAFE Value ETF has a 52-week low of $51.05 and a 52-week high of $64.29. The company has a market cap of $22.27 billion, a price-to-earnings ratio of 12.18 and a beta of 0.73.

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.