Journey Strategic Wealth LLC Lowers Position in iShares MSCI EAFE Value ETF $EFV

Journey Strategic Wealth LLC decreased its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 44.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 17,323 shares of the company’s stock after selling 14,139 shares during the period. Journey Strategic Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $1,100,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC bought a new stake in shares of iShares MSCI EAFE Value ETF in the 4th quarter worth $281,000. Revolve Wealth Partners LLC boosted its holdings in iShares MSCI EAFE Value ETF by 41.3% during the fourth quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock worth $2,032,000 after purchasing an additional 11,327 shares during the last quarter. Kovack Advisors Inc. grew its position in iShares MSCI EAFE Value ETF by 22.7% in the 1st quarter. Kovack Advisors Inc. now owns 8,336 shares of the company’s stock worth $491,000 after purchasing an additional 1,542 shares in the last quarter. Caliber Wealth Management LLC KS bought a new stake in iShares MSCI EAFE Value ETF in the 1st quarter worth about $947,000. Finally, Drive Wealth Management LLC purchased a new stake in iShares MSCI EAFE Value ETF in the 1st quarter valued at about $5,250,000.

iShares MSCI EAFE Value ETF Stock Up 31.1%

Shares of BATS EFV opened at $68.50 on Friday. The company has a market capitalization of $28.08 billion, a PE ratio of 12.17 and a beta of 0.73. The stock’s 50 day moving average price is $68.31 and its 200-day moving average price is $65.76. iShares MSCI EAFE Value ETF has a twelve month low of $51.05 and a twelve month high of $66.83.

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.