Avidian Wealth Enterprises LLC Boosts Stock Position in iShares MSCI EAFE Value ETF $EFV

Avidian Wealth Enterprises LLC grew its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 45.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 69,854 shares of the company’s stock after buying an additional 21,721 shares during the period. Avidian Wealth Enterprises LLC’s holdings in iShares MSCI EAFE Value ETF were worth $4,434,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Atwood & Palmer Inc. purchased a new position in shares of iShares MSCI EAFE Value ETF during the 2nd quarter valued at about $25,000. Crewe Advisors LLC purchased a new position in iShares MSCI EAFE Value ETF in the 2nd quarter worth approximately $29,000. IMG Wealth Management Inc. purchased a new position in iShares MSCI EAFE Value ETF in the 1st quarter worth approximately $27,000. Pandora Wealth Inc. purchased a new position in iShares MSCI EAFE Value ETF in the 2nd quarter worth approximately $30,000. Finally, Trust Co. of Vermont lifted its holdings in iShares MSCI EAFE Value ETF by 59.7% in the 1st quarter. Trust Co. of Vermont now owns 479 shares of the company’s stock worth $28,000 after purchasing an additional 179 shares in the last quarter.

iShares MSCI EAFE Value ETF Trading Up 31.1%

BATS EFV opened at $68.53 on Tuesday. The stock’s 50 day moving average is $67.51 and its 200 day moving average is $63.90. iShares MSCI EAFE Value ETF has a 12 month low of $51.05 and a 12 month high of $66.83. The stock has a market cap of $28.10 billion, a PE ratio of 12.17 and a beta of 0.73.

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.