Able Wealth Management LLC lifted its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 157.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 83,670 shares of the company’s stock after purchasing an additional 51,206 shares during the quarter. iShares MSCI EAFE Value ETF comprises approximately 2.7% of Able Wealth Management LLC’s portfolio, making the stock its 12th biggest position. Able Wealth Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $5,311,000 at the end of the most recent reporting period.
Several other large investors have also modified their holdings of the stock. Tritonpoint Wealth LLC increased its stake in iShares MSCI EAFE Value ETF by 2.8% in the 2nd 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 period. Claris Advisors LLC MO boosted its holdings in shares of 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 acquiring an additional 166 shares in the last quarter. Red Tortoise LLC boosted its holdings in shares of 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 acquiring an additional 171 shares in the last quarter. Lord & Richards Wealth Management LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF by 2.4% in the first quarter. Lord & Richards Wealth Management LLC now owns 7,749 shares of the company’s stock valued at $457,000 after acquiring an additional 178 shares in the last quarter. Finally, Lauterbach Financial Advisors LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF by 2.5% in the second quarter. Lauterbach Financial Advisors LLC now owns 7,865 shares of the company’s stock valued at $499,000 after acquiring an additional 193 shares in the last quarter.
iShares MSCI EAFE Value ETF Stock Up 31.1%
Shares of BATS:EFV opened at $68.53 on Thursday. The company has a market cap of $28.10 billion, a P/E ratio of 12.17 and a beta of 0.73. 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 50-day moving average price of $67.81 and a 200 day moving average price of $65.06.
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.
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