Prosperity Planning Inc. Purchases 229 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Prosperity Planning Inc. grew its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 2.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 8,315 shares of the company’s stock after purchasing an additional 229 shares during the quarter. Prosperity Planning Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $436,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in EFV. Dynamic Advisor Solutions LLC lifted its holdings in iShares MSCI EAFE Value ETF by 1.6% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 11,691 shares of the company’s stock worth $673,000 after buying an additional 179 shares in the last quarter. Asset Dedication LLC boosted its holdings in 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 valued at $775,000 after acquiring an additional 199 shares during the last quarter. Whittier Trust Co. of Nevada Inc. increased its position in iShares MSCI EAFE Value ETF by 2.2% in 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 holdings in iShares MSCI EAFE Value ETF by 0.6% during the 3rd 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 last quarter. Finally, Global Wealth Management Investment Advisory Inc. lifted its position in 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 during the period.

iShares MSCI EAFE Value ETF Trading Up 1.9 %

BATS EFV opened at $53.24 on Tuesday. iShares MSCI EAFE Value ETF has a 12 month low of $49.15 and a 12 month high of $59.57. The company has a market capitalization of $16.57 billion, a PE ratio of 10.89 and a beta of 0.70. The stock has a 50-day simple moving average of $53.42 and a 200 day simple moving average of $54.78.

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.