Synergy Investment Management LLC Buys 41,676 Shares of iShares MSCI EAFE Value ETF $EFV

Synergy Investment Management LLC raised its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 91.5% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 87,204 shares of the company’s stock after purchasing an additional 41,676 shares during the period. iShares MSCI EAFE Value ETF accounts for 3.3% of Synergy Investment Management LLC’s portfolio, making the stock its 8th largest position. Synergy Investment Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $5,536,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in EFV. Tempus Wealth Planning LLC grew its holdings in iShares MSCI EAFE Value ETF by 30.5% during the 2nd quarter. Tempus Wealth Planning LLC now owns 32,836 shares of the company’s stock valued at $2,084,000 after purchasing an additional 7,674 shares in the last quarter. First American Trust FSB increased its holdings in shares of iShares MSCI EAFE Value ETF by 380.1% in the 1st quarter. First American Trust FSB now owns 509,715 shares of the company’s stock valued at $30,043,000 after acquiring an additional 403,538 shares during the last quarter. Charles Schwab Investment Management Inc. bought a new position in shares of iShares MSCI EAFE Value ETF in the 1st quarter worth about $14,710,000. AE Wealth Management LLC lifted its holdings in iShares MSCI EAFE Value ETF by 1.5% in the second quarter. AE Wealth Management LLC now owns 1,073,175 shares of the company’s stock worth $68,125,000 after acquiring an additional 15,863 shares during the last quarter. Finally, Avantax Advisory Services Inc. increased its position in iShares MSCI EAFE Value ETF by 31.0% in the second quarter. Avantax Advisory Services Inc. now owns 520,069 shares of the company’s stock worth $33,014,000 after buying an additional 123,143 shares during the period.

iShares MSCI EAFE Value ETF Trading Up 32.5%

BATS EFV opened at $69.26 on Tuesday. The company has a 50-day moving average price of $68.27 and a two-hundred day moving average price of $65.64. The stock has a market cap of $28.40 billion, a price-to-earnings 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.

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.