Elevate Wealth Advisory Inc. Grows Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Elevate Wealth Advisory Inc. lifted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 1.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 83,587 shares of the company’s stock after purchasing an additional 959 shares during the period. iShares MSCI EAFE Value ETF accounts for about 3.3% of Elevate Wealth Advisory Inc.’s investment portfolio, making the stock its 9th biggest holding. Elevate Wealth Advisory Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $4,386,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of EFV. Certus Wealth Management LLC boosted its position in iShares MSCI EAFE Value ETF by 0.3% during the fourth quarter. Certus Wealth Management LLC now owns 147,051 shares of the company’s stock worth $8,219,000 after purchasing an additional 453 shares during the period. Symmetry Partners LLC lifted its stake in shares of iShares MSCI EAFE Value ETF by 1.6% in the fourth quarter. Symmetry Partners LLC now owns 214,765 shares of the company’s stock worth $11,269,000 after buying an additional 3,412 shares during the last quarter. Thrivent Financial for Lutherans grew its position in shares of iShares MSCI EAFE Value ETF by 1.2% in the fourth quarter. Thrivent Financial for Lutherans now owns 1,482,064 shares of the company’s stock valued at $81,132,000 after purchasing an additional 17,434 shares during the last quarter. Dopkins Wealth Management LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 6.1% in the fourth quarter. Dopkins Wealth Management LLC now owns 5,764 shares of the company’s stock worth $302,000 after purchasing an additional 332 shares during the period. Finally, Addison Capital Co lifted its position in shares of iShares MSCI EAFE Value ETF by 27.0% during the 4th quarter. Addison Capital Co now owns 26,178 shares of the company’s stock worth $1,374,000 after purchasing an additional 5,572 shares during the last quarter.

iShares MSCI EAFE Value ETF Trading Up 16.2 %

EFV opened at $60.70 on Thursday. iShares MSCI EAFE Value ETF has a 1-year low of $51.05 and a 1-year high of $60.86. The business has a 50 day moving average of $56.31 and a 200-day moving average of $55.47. The stock has a market capitalization of $21.00 billion, a price-to-earnings ratio of 13.02 and a beta of 0.82.

iShares MSCI EAFE Value ETF Company 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.