Betterment LLC Has $813,000 Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Betterment LLC cut its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 3.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 15,501 shares of the company’s stock after selling 591 shares during the period. Betterment LLC’s holdings in iShares MSCI EAFE Value ETF were worth $813,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in EFV. Freedom Investment Management Inc. raised its holdings in shares of iShares MSCI EAFE Value ETF by 2.9% in the fourth quarter. Freedom Investment Management Inc. now owns 7,079 shares of the company’s stock valued at $371,000 after buying an additional 197 shares during the last quarter. Disciplined Investments LLC raised its stake in shares of iShares MSCI EAFE Value ETF by 0.3% in the fourth quarter. Disciplined Investments LLC now owns 61,789 shares of the company’s stock worth $3,242,000 after acquiring an additional 202 shares during the last quarter. DAVENPORT & Co LLC raised its stake in shares of iShares MSCI EAFE Value ETF by 1.2% in the fourth quarter. DAVENPORT & Co LLC now owns 17,855 shares of the company’s stock worth $937,000 after acquiring an additional 207 shares during the last quarter. Prosperity Planning Inc. lifted its position in shares of iShares MSCI EAFE Value ETF by 2.8% during the fourth quarter. Prosperity Planning Inc. now owns 8,315 shares of the company’s stock worth $436,000 after purchasing an additional 229 shares in the last quarter. Finally, Avior Wealth Management LLC grew its stake in shares of iShares MSCI EAFE Value ETF by 5.0% during the fourth quarter. Avior Wealth Management LLC now owns 4,936 shares of the company’s stock valued at $259,000 after purchasing an additional 236 shares during the last quarter.

iShares MSCI EAFE Value ETF Price Performance

EFV stock opened at $60.52 on Monday. The company has a 50 day moving average price of $58.14 and a 200 day moving average price of $55.73. iShares MSCI EAFE Value ETF has a fifty-two week low of $51.05 and a fifty-two week high of $60.86. The stock has a market capitalization of $20.77 billion, a PE ratio of 12.18 and a beta of 0.70.

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.