Forthright Family Wealth Advisory LLC cut its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 49.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 70,768 shares of the company’s stock after selling 69,067 shares during the period. iShares MSCI EAFE Value ETF accounts for about 2.4% of Forthright Family Wealth Advisory LLC’s investment portfolio, making the stock its 11th biggest position. Forthright Family Wealth Advisory LLC’s holdings in iShares MSCI EAFE Value ETF were worth $3,899,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors also recently modified their holdings of EFV. Dynamic Advisor Solutions LLC raised its position in 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 worth $673,000 after purchasing an additional 179 shares during the last quarter. Asset Dedication LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 1.5% in the 3rd quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock valued at $775,000 after buying an additional 199 shares during the period. Signaturefd LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 36.2% in the 2nd quarter. Signaturefd LLC now owns 757 shares of the company’s stock valued at $40,000 after buying an additional 201 shares during the period. 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 acquiring an additional 215 shares during the last quarter. Finally, Warner Financial Inc. lifted its stake 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 valued at $2,220,000 after acquiring an additional 227 shares during the period.
iShares MSCI EAFE Value ETF Trading Down 0.9 %
iShares MSCI EAFE Value ETF stock traded down $0.50 during mid-day trading on Friday, hitting $54.52. The stock had a trading volume of 1,946,368 shares. The stock has a market capitalization of $16.97 billion, a PE ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a 12 month low of $49.15 and a 12 month high of $59.57. The stock has a 50-day simple moving average of $55.14 and a two-hundred day simple moving average of $55.05.
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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