Cornerstone Planning Group LLC Has $5.71 Million Stock Holdings in iShares MSCI EAFE Value ETF $EFV

Cornerstone Planning Group LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 26.9% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 74,083 shares of the company’s stock after purchasing an additional 15,685 shares during the period. iShares MSCI EAFE Value ETF accounts for about 0.8% of Cornerstone Planning Group LLC’s portfolio, making the stock its 26th biggest position. Cornerstone Planning Group LLC’s holdings in iShares MSCI EAFE Value ETF were worth $5,707,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Brighton Jones LLC bought a new position in shares of iShares MSCI EAFE Value ETF during the 4th quarter worth approximately $281,000. Revolve Wealth Partners LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 41.3% in the 4th quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock valued at $2,032,000 after acquiring an additional 11,327 shares in the last quarter. Squarepoint Ops LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 20.4% in the 2nd quarter. Squarepoint Ops LLC now owns 19,814 shares of the company’s stock valued at $1,258,000 after acquiring an additional 3,354 shares in the last quarter. Peapack Gladstone Financial Corp lifted its position in shares of iShares MSCI EAFE Value ETF by 32.5% during the 2nd quarter. Peapack Gladstone Financial Corp now owns 8,959 shares of the company’s stock valued at $569,000 after acquiring an additional 2,200 shares during the period. Finally, Alliancebernstein L.P. lifted its position in shares of iShares MSCI EAFE Value ETF by 0.6% during the 2nd quarter. Alliancebernstein L.P. now owns 5,094,815 shares of the company’s stock valued at $323,419,000 after acquiring an additional 31,570 shares during the period.

iShares MSCI EAFE Value ETF Stock Down 0.2%

Shares of BATS EFV opened at $78.47 on Friday. The firm has a market cap of $32.17 billion, a PE ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 12-month low of $62.89 and a 12-month high of $80.14. The company’s fifty day simple moving average is $77.79 and its 200 day simple moving average is $76.33.

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.