Lifelong Wealth Advisors Inc. Has $6.35 Million Stake in iShares MSCI EAFE Value ETF $EFV

Lifelong Wealth Advisors Inc. reduced its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 23.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 88,958 shares of the company’s stock after selling 27,126 shares during the quarter. iShares MSCI EAFE Value ETF comprises about 1.7% of Lifelong Wealth Advisors Inc.’s portfolio, making the stock its 13th largest holding. Lifelong Wealth Advisors Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $6,352,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Gateway Wealth Partners LLC raised its position in iShares MSCI EAFE Value ETF by 68.9% during the second quarter. Gateway Wealth Partners LLC now owns 78,011 shares of the company’s stock valued at $4,952,000 after purchasing an additional 31,811 shares in the last quarter. Captrust Financial Advisors increased its stake in shares of iShares MSCI EAFE Value ETF by 13.0% in the 3rd quarter. Captrust Financial Advisors now owns 583,340 shares of the company’s stock valued at $39,568,000 after purchasing an additional 67,197 shares during the last quarter. First Horizon Corp bought a new position in shares of iShares MSCI EAFE Value ETF in the 3rd quarter valued at $1,662,000. Fortis Capital Advisors LLC raised its holdings in shares of iShares MSCI EAFE Value ETF by 32.6% during the 3rd quarter. Fortis Capital Advisors LLC now owns 40,205 shares of the company’s stock worth $2,727,000 after buying an additional 9,890 shares in the last quarter. Finally, Central Pacific Bank Trust Division bought a new stake in shares of iShares MSCI EAFE Value ETF during the 4th quarter worth $939,000.

iShares MSCI EAFE Value ETF Stock Down 0.3%

BATS:EFV opened at $72.47 on Wednesday. iShares MSCI EAFE Value ETF has a twelve month low of $51.87 and a twelve month high of $80.14. The stock’s 50-day simple moving average is $75.86 and its 200 day simple moving average is $71.70. The firm has a market capitalization of $29.71 billion, a PE ratio of 12.17 and a beta of 0.73.

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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.