Retirement Wealth Solutions LLC Reduces Stock Position in iShares MSCI EAFE Value ETF $EFV

Retirement Wealth Solutions LLC cut its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 24.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 48,153 shares of the company’s stock after selling 15,320 shares during the period. iShares MSCI EAFE Value ETF comprises 2.0% of Retirement Wealth Solutions LLC’s holdings, making the stock its 14th largest holding. Retirement Wealth Solutions LLC’s holdings in iShares MSCI EAFE Value ETF were worth $3,686,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Bank of America Corp DE lifted its position in iShares MSCI EAFE Value ETF by 7.7% in the first quarter. Bank of America Corp DE now owns 10,342,735 shares of the company’s stock worth $768,982,000 after buying an additional 736,906 shares during the last quarter. Principal Securities Inc. boosted its stake in iShares MSCI EAFE Value ETF by 24.1% during the fourth quarter. Principal Securities Inc. now owns 147,933 shares of the company’s stock worth $10,564,000 after buying an additional 28,722 shares during the period. D.A. Davidson & CO. increased its position in iShares MSCI EAFE Value ETF by 352.5% during the first quarter. D.A. Davidson & CO. now owns 60,013 shares of the company’s stock valued at $4,462,000 after acquiring an additional 46,749 shares during the last quarter. Curtis Wealth Management LLC bought a new position in iShares MSCI EAFE Value ETF during the fourth quarter valued at $5,917,000. Finally, MGO One Seven LLC raised its stake in shares of iShares MSCI EAFE Value ETF by 30.2% in the fourth quarter. MGO One Seven LLC now owns 360,104 shares of the company’s stock valued at $25,715,000 after acquiring an additional 83,596 shares during the period.

iShares MSCI EAFE Value ETF Trading Up 1.2%

Shares of EFV opened at $83.08 on Friday. The company’s fifty day simple moving average is $80.06 and its 200-day simple moving average is $77.94. The company has a market cap of $34.06 billion, a P/E ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a twelve month low of $66.52 and a twelve month high of $83.23.

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.