iShares MSCI EAFE Value ETF (BATS:EFV) Shares Acquired by Perigon Wealth Management LLC

Perigon Wealth Management LLC boosted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 15.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 270,545 shares of the company’s stock after purchasing an additional 36,728 shares during the period. Perigon Wealth Management LLC owned approximately 0.09% of iShares MSCI EAFE Value ETF worth $14,347,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Dynamic Advisor Solutions LLC grew its stake in shares of iShares MSCI EAFE Value ETF by 1.6% during the third quarter. Dynamic Advisor Solutions LLC now owns 11,691 shares of the company’s stock valued at $673,000 after acquiring an additional 179 shares in the last quarter. Asset Dedication LLC grew its stake in iShares MSCI EAFE Value ETF by 1.5% during the 3rd quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock valued at $775,000 after purchasing an additional 199 shares in the last quarter. Whittier Trust Co. of Nevada Inc. increased its holdings in iShares MSCI EAFE Value ETF by 2.2% during the 3rd 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 last quarter. Warner Financial Inc. raised its position in shares of iShares MSCI EAFE Value ETF by 0.6% in the 3rd quarter. Warner Financial Inc. now owns 38,591 shares of the company’s stock valued at $2,220,000 after purchasing an additional 227 shares in the last quarter. Finally, Prosperity Planning Inc. boosted its stake in shares of iShares MSCI EAFE Value ETF by 2.8% during the 4th quarter. Prosperity Planning Inc. now owns 8,315 shares of the company’s stock valued at $436,000 after buying an additional 229 shares during the last quarter.

iShares MSCI EAFE Value ETF Trading Up 5.1 %

EFV stock opened at $54.93 on Tuesday. The company has a market capitalization of $17.09 billion, a P/E ratio of 10.89 and a beta of 0.70. The firm has a 50 day simple moving average of $53.46 and a 200-day simple moving average of $54.78. iShares MSCI EAFE Value ETF has a twelve month low of $49.15 and a twelve month high of $59.57.

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.