Windward Private Wealth Management Inc. Lowers Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Windward Private Wealth Management Inc. lowered its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 4.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 27,445 shares of the company’s stock after selling 1,334 shares during the quarter. iShares MSCI EAFE Value ETF makes up about 0.6% of Windward Private Wealth Management Inc.’s portfolio, making the stock its 22nd biggest position. Windward Private Wealth Management Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $1,440,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. FMR LLC increased its position in iShares MSCI EAFE Value ETF by 4.6% during the 3rd quarter. FMR LLC now owns 19,209,588 shares of the company’s stock valued at $1,105,128,000 after purchasing an additional 851,958 shares during the period. JPMorgan Chase & Co. lifted its position in shares of iShares MSCI EAFE Value ETF by 44.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 13,232,972 shares of the company’s stock worth $761,293,000 after purchasing an additional 4,091,747 shares during the period. LPL Financial LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 91.4% during the third quarter. LPL Financial LLC now owns 12,773,389 shares of the company’s stock valued at $734,853,000 after purchasing an additional 6,101,266 shares in the last quarter. US Bancorp DE increased its holdings in iShares MSCI EAFE Value ETF by 4.7% during the third quarter. US Bancorp DE now owns 12,321,761 shares of the company’s stock valued at $708,885,000 after buying an additional 551,006 shares during the period. Finally, Park Avenue Securities LLC raised its stake in iShares MSCI EAFE Value ETF by 8.2% in the fourth quarter. Park Avenue Securities LLC now owns 6,175,871 shares of the company’s stock worth $324,048,000 after buying an additional 465,660 shares in the last quarter.

iShares MSCI EAFE Value ETF Trading Up 8.9 %

Shares of BATS EFV opened at $56.90 on Friday. iShares MSCI EAFE Value ETF has a 12-month low of $49.15 and a 12-month high of $59.57. The stock’s fifty day simple moving average is $53.75 and its two-hundred day simple moving average is $54.83. The stock has a market capitalization of $17.71 billion, a PE ratio of 10.89 and a beta of 0.70.

iShares MSCI EAFE Value ETF 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.