N.E.W. Advisory Services LLC Has $9.95 Million Holdings in iShares MSCI EAFE Value ETF $EFV

N.E.W. Advisory Services LLC boosted its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 19.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 139,344 shares of the company’s stock after purchasing an additional 22,254 shares during the quarter. iShares MSCI EAFE Value ETF accounts for approximately 0.7% of N.E.W. Advisory Services LLC’s holdings, making the stock its 27th biggest position. N.E.W. Advisory Services LLC’s holdings in iShares MSCI EAFE Value ETF were worth $9,951,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. Geneos Wealth Management Inc. raised its stake in iShares MSCI EAFE Value ETF by 8.0% during the 4th quarter. Geneos Wealth Management Inc. now owns 75,309 shares of the company’s stock valued at $5,378,000 after purchasing an additional 5,604 shares during the last quarter. Quent Long Short Global Small Cap Fund LP acquired a new position in iShares MSCI EAFE Value ETF during the 4th quarter valued at $13,553,000. Turtle Creek Wealth Advisors LLC raised its stake in iShares MSCI EAFE Value ETF by 8.1% during the 4th quarter. Turtle Creek Wealth Advisors LLC now owns 14,422 shares of the company’s stock valued at $1,030,000 after purchasing an additional 1,084 shares during the last quarter. Wingate Wealth Advisors Inc. raised its stake in iShares MSCI EAFE Value ETF by 2.9% during the 4th quarter. Wingate Wealth Advisors Inc. now owns 33,473 shares of the company’s stock valued at $2,390,000 after purchasing an additional 948 shares during the last quarter. Finally, Cranbrook Wealth Management LLC raised its stake in iShares MSCI EAFE Value ETF by 1.6% during the 4th quarter. Cranbrook Wealth Management LLC now owns 68,662 shares of the company’s stock valued at $4,903,000 after purchasing an additional 1,091 shares during the last quarter.

iShares MSCI EAFE Value ETF Price Performance

BATS:EFV opened at $76.41 on Friday. The stock has a market cap of $31.33 billion, a P/E ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a one year low of $59.80 and a one year high of $80.14. The company has a fifty day moving average price of $76.08 and a 200 day moving average price of $72.92.

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.