Vance Wealth Inc. Cuts Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Vance Wealth Inc. decreased its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 7.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 65,255 shares of the company’s stock after selling 4,994 shares during the quarter. iShares MSCI EAFE Value ETF comprises approximately 1.4% of Vance Wealth Inc.’s portfolio, making the stock its 14th biggest holding. Vance Wealth Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $3,754,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Spectrum Planning & Advisory Services Inc. grew its holdings in iShares MSCI EAFE Value ETF by 119.1% in the third quarter. Spectrum Planning & Advisory Services Inc. now owns 99,567 shares of the company’s stock valued at $5,728,000 after purchasing an additional 54,124 shares during the last quarter. BIP Wealth LLC grew its holdings in iShares MSCI EAFE Value ETF by 16.7% in the third quarter. BIP Wealth LLC now owns 157,919 shares of the company’s stock valued at $9,085,000 after purchasing an additional 22,655 shares during the last quarter. Prospera Financial Services Inc boosted its stake in shares of iShares MSCI EAFE Value ETF by 133.7% during the third quarter. Prospera Financial Services Inc now owns 91,302 shares of the company’s stock valued at $5,253,000 after acquiring an additional 52,238 shares during the last quarter. Vertex Planning Partners LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 167.2% during the third quarter. Vertex Planning Partners LLC now owns 43,491 shares of the company’s stock valued at $2,502,000 after acquiring an additional 27,213 shares during the last quarter. Finally, Fortis Advisors LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 147.9% during the third quarter. Fortis Advisors LLC now owns 3,589 shares of the company’s stock valued at $206,000 after acquiring an additional 2,141 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Up 0.6 %

EFV opened at $54.30 on Tuesday. The firm has a market cap of $16.90 billion, a P/E ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a 52 week low of $49.15 and a 52 week high of $59.57. The business’s fifty day simple moving average is $56.02 and its 200 day simple moving average is $55.19.

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.