Theory Financial LLC Has $2.35 Million Stock Position in iShares MSCI EAFE Value ETF $EFV

Theory Financial LLC lowered its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 41.2% in the first quarter, Holdings Channel.com reports. The fund owned 31,579 shares of the company’s stock after selling 22,131 shares during the period. Theory Financial LLC’s holdings in iShares MSCI EAFE Value ETF were worth $2,348,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the company. Geneos Wealth Management Inc. lifted its position in iShares MSCI EAFE Value ETF by 1.1% in the first quarter. Geneos Wealth Management Inc. now owns 76,171 shares of the company’s stock worth $5,663,000 after purchasing an additional 862 shares during the period. SouthState Bank Corp boosted its stake in iShares MSCI EAFE Value ETF by 22.4% during the first quarter. SouthState Bank Corp now owns 18,661 shares of the company’s stock worth $1,387,000 after buying an additional 3,416 shares in the last quarter. Luts & Greenleigh Group Inc. increased its holdings in iShares MSCI EAFE Value ETF by 3.9% in the 1st quarter. Luts & Greenleigh Group Inc. now owns 15,689 shares of the company’s stock valued at $1,167,000 after buying an additional 595 shares during the period. Sanctuary Advisors LLC increased its holdings in iShares MSCI EAFE Value ETF by 1.4% in the 1st quarter. Sanctuary Advisors LLC now owns 1,760,693 shares of the company’s stock valued at $130,908,000 after buying an additional 24,157 shares during the period. Finally, Mosaic Advisors LLC bought a new stake in iShares MSCI EAFE Value ETF in the 1st quarter valued at $317,000.

iShares MSCI EAFE Value ETF Stock Performance

Shares of EFV stock opened at $79.03 on Thursday. The firm has a fifty day moving average of $77.75 and a 200-day moving average of $76.27. The stock has a market cap of $32.40 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 $62.69 and a 52-week high of $80.14.

About iShares MSCI EAFE Value ETF

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.