Ridgeline Wealth LLC Lowers Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Ridgeline Wealth LLC trimmed its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 3.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 45,560 shares of the company’s stock after selling 1,812 shares during the period. iShares MSCI EAFE Value ETF makes up approximately 2.3% of Ridgeline Wealth LLC’s holdings, making the stock its 11th biggest holding. Ridgeline Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $2,685,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Radnor Capital Management LLC purchased a new position in iShares MSCI EAFE Value ETF in the 1st quarter worth $210,000. Cranbrook Wealth Management LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 1.4% in the 1st quarter. Cranbrook Wealth Management LLC now owns 65,196 shares of the company’s stock valued at $3,843,000 after buying an additional 891 shares during the period. Unique Wealth LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 107.8% in the 1st quarter. Unique Wealth LLC now owns 116,519 shares of the company’s stock valued at $6,868,000 after buying an additional 60,456 shares during the period. Harbor Group Inc. lifted its holdings in shares of iShares MSCI EAFE Value ETF by 17.3% in the 1st quarter. Harbor Group Inc. now owns 67,646 shares of the company’s stock valued at $3,987,000 after buying an additional 9,991 shares during the period. Finally, Foster Group Inc. lifted its holdings in shares of iShares MSCI EAFE Value ETF by 1.7% in the 1st quarter. Foster Group Inc. now owns 11,715 shares of the company’s stock valued at $690,000 after buying an additional 195 shares during the period.

iShares MSCI EAFE Value ETF Stock Up 22.7%

Shares of EFV stock opened at $64.15 on Friday. The stock has a market cap of $22.27 billion, a PE ratio of 12.18 and a beta of 0.73. The business has a 50-day simple moving average of $60.35 and a 200-day simple moving average of $57.18. iShares MSCI EAFE Value ETF has a 52-week low of $51.05 and a 52-week high of $64.29.

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.