WealthPoint Financial LLC Has $1.77 Million Stake in iShares MSCI EAFE Value ETF $EFV

WealthPoint Financial LLC lowered its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 47.4% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,839 shares of the company’s stock after selling 21,457 shares during the quarter. iShares MSCI EAFE Value ETF accounts for approximately 1.4% of WealthPoint Financial LLC’s portfolio, making the stock its 26th largest position. WealthPoint Financial LLC’s holdings in iShares MSCI EAFE Value ETF were worth $1,772,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of EFV. Mcguire Capital Advisors Inc. acquired a new position in shares of iShares MSCI EAFE Value ETF during the fourth quarter valued at about $27,000. BankPlus Trust Department bought a new position in shares of iShares MSCI EAFE Value ETF in the fourth quarter valued at approximately $29,000. Dunhill Financial LLC lifted its stake in iShares MSCI EAFE Value ETF by 242.5% during the 4th quarter. Dunhill Financial LLC now owns 459 shares of the company’s stock valued at $33,000 after acquiring an additional 325 shares in the last quarter. First Command Advisory Services Inc. bought a new position in shares of iShares MSCI EAFE Value ETF during the fourth quarter valued at about $33,000. Finally, Hantz Financial Services Inc. lifted its position in shares of iShares MSCI EAFE Value ETF by 82.8% during the 4th quarter. Hantz Financial Services Inc. now owns 499 shares of the company’s stock worth $36,000 after buying an additional 226 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

Shares of BATS EFV opened at $80.88 on Monday. The company has a market capitalization of $33.16 billion, a PE ratio of 12.17 and a beta of 0.73. The stock’s 50 day moving average price is $78.02 and its 200-day moving average price is $76.88. iShares MSCI EAFE Value ETF has a twelve month low of $62.89 and a twelve month high of $81.37.

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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.