Wells Financial Advisors INC Raises Holdings in iShares MSCI EAFE Value ETF $EFV

Wells Financial Advisors INC increased its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 161.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,520 shares of the company’s stock after buying an additional 1,555 shares during the quarter. Wells Financial Advisors INC’s holdings in iShares MSCI EAFE Value ETF were worth $160,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Tritonpoint Wealth LLC increased its holdings in iShares MSCI EAFE Value ETF by 2.8% in the second quarter. Tritonpoint Wealth LLC now owns 5,965 shares of the company’s stock valued at $379,000 after buying an additional 162 shares during the last quarter. Claris Advisors LLC MO increased its holdings in iShares MSCI EAFE Value ETF by 2.2% in the second quarter. Claris Advisors LLC MO now owns 7,766 shares of the company’s stock valued at $493,000 after buying an additional 166 shares during the last quarter. Red Tortoise LLC increased its holdings in iShares MSCI EAFE Value ETF by 2.2% in the second quarter. Red Tortoise LLC now owns 7,966 shares of the company’s stock valued at $506,000 after buying an additional 171 shares during the last quarter. Discipline Wealth Solutions LLC boosted its stake in iShares MSCI EAFE Value ETF by 1.6% in the first quarter. Discipline Wealth Solutions LLC now owns 11,326 shares of the company’s stock valued at $668,000 after acquiring an additional 174 shares during the period. Finally, Lion Street Advisors LLC boosted its stake in iShares MSCI EAFE Value ETF by 2.0% in the first quarter. Lion Street Advisors LLC now owns 9,081 shares of the company’s stock valued at $535,000 after acquiring an additional 175 shares during the period.

iShares MSCI EAFE Value ETF Stock Up 27.7%

Shares of EFV stock opened at $66.72 on Monday. The business has a 50 day moving average of $67.16 and a two-hundred day moving average of $63.55. iShares MSCI EAFE Value ETF has a 52 week low of $51.05 and a 52 week high of $66.83. The company has a market cap of $27.35 billion, a P/E ratio of 12.17 and a beta of 0.73.

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.