Bartlett & CO. Wealth Management LLC cut its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 15.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,873 shares of the company’s stock after selling 515 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $151,000 at the end of the most recent quarter.
A number of other institutional investors have also recently added to or reduced their stakes in EFV. LPL Financial LLC lifted its stake in iShares MSCI EAFE Value ETF by 91.4% in the third quarter. LPL Financial LLC now owns 12,773,389 shares of the company’s stock valued at $734,853,000 after acquiring an additional 6,101,266 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in shares of iShares MSCI EAFE Value ETF by 44.8% in the third quarter. JPMorgan Chase & Co. now owns 13,232,972 shares of the company’s stock worth $761,293,000 after buying an additional 4,091,747 shares during the last quarter. CWM LLC lifted its stake in shares of iShares MSCI EAFE Value ETF by 103.4% in the third quarter. CWM LLC now owns 6,177,993 shares of the company’s stock worth $355,420,000 after buying an additional 3,140,696 shares during the last quarter. Park Avenue Securities LLC lifted its stake in shares of iShares MSCI EAFE Value ETF by 101.1% in the third quarter. Park Avenue Securities LLC now owns 5,710,211 shares of the company’s stock worth $328,508,000 after buying an additional 2,870,711 shares during the last quarter. Finally, MML Investors Services LLC lifted its stake in shares of iShares MSCI EAFE Value ETF by 115.0% in the third quarter. MML Investors Services LLC now owns 3,396,292 shares of the company’s stock worth $195,389,000 after buying an additional 1,816,371 shares during the last quarter.
iShares MSCI EAFE Value ETF Trading Up 4.3 %
Shares of iShares MSCI EAFE Value ETF stock opened at $54.52 on Friday. The firm has a fifty day simple moving average of $53.45 and a 200-day simple moving average of $54.77. iShares MSCI EAFE Value ETF has a 1-year low of $49.15 and a 1-year high of $59.57. The stock has a market capitalization of $16.97 billion, a price-to-earnings ratio of 10.89 and a beta of 0.70.
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.
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