Heritage Family Offices LLP Buys 5,406 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Heritage Family Offices LLP increased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 56.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,964 shares of the company’s stock after acquiring an additional 5,406 shares during the quarter. Heritage Family Offices LLP’s holdings in iShares MSCI EAFE Value ETF were worth $785,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of EFV. Dynamic Advisor Solutions LLC increased its position in shares of iShares MSCI EAFE Value ETF by 1.6% in the 3rd quarter. Dynamic Advisor Solutions LLC now owns 11,691 shares of the company’s stock valued at $673,000 after buying an additional 179 shares in the last quarter. Asset Dedication LLC increased its holdings in shares of iShares MSCI EAFE Value ETF by 1.5% in the third quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock worth $775,000 after acquiring an additional 199 shares in the last quarter. Whittier Trust Co. of Nevada Inc. raised its position in shares of iShares MSCI EAFE Value ETF by 2.2% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 10,153 shares of the company’s stock worth $584,000 after purchasing an additional 215 shares during the period. Warner Financial Inc. raised its position in shares of iShares MSCI EAFE Value ETF by 0.6% during the third quarter. Warner Financial Inc. now owns 38,591 shares of the company’s stock worth $2,220,000 after purchasing an additional 227 shares during the period. Finally, Global Wealth Management Investment Advisory Inc. lifted its holdings in shares of iShares MSCI EAFE Value ETF by 1.3% during the 3rd quarter. Global Wealth Management Investment Advisory Inc. now owns 18,969 shares of the company’s stock valued at $1,091,000 after purchasing an additional 246 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

BATS EFV opened at $52.88 on Thursday. The stock has a market cap of $16.46 billion, a price-to-earnings ratio of 10.89 and a beta of 0.70. The business has a 50 day simple moving average of $53.54 and a 200 day simple moving average of $54.78. iShares MSCI EAFE Value ETF has a 52-week low of $49.15 and a 52-week high of $59.57.

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.