West Wealth Group LLC Cuts Stock Position in iShares MSCI EAFE Value ETF $EFV

West Wealth Group LLC trimmed its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 7.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 428,476 shares of the company’s stock after selling 36,898 shares during the period. iShares MSCI EAFE Value ETF comprises 6.6% of West Wealth Group LLC’s holdings, making the stock its 4th largest position. West Wealth Group LLC’s holdings in iShares MSCI EAFE Value ETF were worth $29,034,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Gateway Wealth Partners LLC raised its position in iShares MSCI EAFE Value ETF by 68.9% during the second quarter. Gateway Wealth Partners LLC now owns 78,011 shares of the company’s stock worth $4,952,000 after acquiring an additional 31,811 shares in the last quarter. Tempus Wealth Planning LLC increased its position in iShares MSCI EAFE Value ETF by 30.5% during the second quarter. Tempus Wealth Planning LLC now owns 32,836 shares of the company’s stock worth $2,084,000 after buying an additional 7,674 shares during the last quarter. Gilbert Capital Group Inc. bought a new stake in iShares MSCI EAFE Value ETF in the second quarter valued at approximately $5,550,000. Apollon Wealth Management LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 52.9% in the third quarter. Apollon Wealth Management LLC now owns 196,067 shares of the company’s stock valued at $13,299,000 after buying an additional 67,824 shares during the last quarter. Finally, AE Wealth Management LLC lifted its position in shares of 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 valued at $68,125,000 after buying an additional 15,863 shares during the last quarter.

iShares MSCI EAFE Value ETF Trading Up 38.7%

Shares of BATS EFV opened at $72.50 on Monday. The company has a market capitalization of $29.72 billion, a P/E ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 12 month low of $51.05 and a 12 month high of $66.83. The stock has a 50 day moving average of $70.51 and a 200-day moving average of $67.82.

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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.