Holistic Planning LLC Decreases Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Holistic Planning LLC decreased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 22.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,125 shares of the company’s stock after selling 1,447 shares during the quarter. Holistic Planning LLC’s holdings in iShares MSCI EAFE Value ETF were worth $269,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. FMR LLC boosted its stake in iShares MSCI EAFE Value ETF by 4.6% during the 3rd quarter. FMR LLC now owns 19,209,588 shares of the company’s stock valued at $1,105,128,000 after purchasing an additional 851,958 shares during the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of iShares MSCI EAFE Value ETF by 44.8% during the third quarter. JPMorgan Chase & Co. now owns 13,232,972 shares of the company’s stock valued at $761,293,000 after purchasing an additional 4,091,747 shares in the last quarter. LPL Financial LLC boosted its position in shares of iShares MSCI EAFE Value ETF by 91.4% during the third quarter. LPL Financial LLC now owns 12,773,389 shares of the company’s stock valued at $734,853,000 after buying an additional 6,101,266 shares during the last quarter. US Bancorp DE increased its holdings in iShares MSCI EAFE Value ETF by 4.7% in the 3rd quarter. US Bancorp DE now owns 12,321,761 shares of the company’s stock worth $708,885,000 after buying an additional 551,006 shares in the last quarter. Finally, CWM LLC lifted its stake in iShares MSCI EAFE Value ETF by 103.4% during the 3rd quarter. CWM LLC now owns 6,177,993 shares of the company’s stock valued at $355,420,000 after acquiring an additional 3,140,696 shares during the period.

iShares MSCI EAFE Value ETF Stock Up 5.1 %

Shares of BATS EFV opened at $54.91 on Monday. The firm’s 50-day moving average price is $53.56 and its 200-day moving average price is $54.78. iShares MSCI EAFE Value ETF has a 52-week low of $49.15 and a 52-week high of $59.57. The company has a market cap of $17.09 billion, a PE ratio of 10.89 and a beta of 0.70.

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.