Portfolio Resources Advisor Group Inc. Makes New $4.12 Million Investment in iShares MSCI EAFE Value ETF $EFV

Portfolio Resources Advisor Group Inc. purchased a new position in iShares MSCI EAFE Value ETF (BATS:EFV) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 57,638 shares of the company’s stock, valued at approximately $4,116,000. iShares MSCI EAFE Value ETF accounts for approximately 4.1% of Portfolio Resources Advisor Group Inc.’s investment portfolio, making the stock its 9th biggest holding.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Captrust Financial Advisors boosted its stake in 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 worth $39,568,000 after purchasing an additional 67,197 shares during the period. Central Pacific Bank Trust Division bought a new position in iShares MSCI EAFE Value ETF in the 4th quarter worth approximately $939,000. Chilton Investment Co. Inc. bought a new position in iShares MSCI EAFE Value ETF in the 3rd quarter worth approximately $807,000. Affinity Capital Advisors LLC boosted its stake in iShares MSCI EAFE Value ETF by 5.5% in the 4th quarter. Affinity Capital Advisors LLC now owns 415,147 shares of the company’s stock worth $29,646,000 after purchasing an additional 21,528 shares during the period. Finally, Asempa Wealth Advisors bought a new position in iShares MSCI EAFE Value ETF in the 4th quarter worth approximately $2,363,000.

iShares MSCI EAFE Value ETF Price Performance

EFV stock opened at $78.95 on Monday. iShares MSCI EAFE Value ETF has a 1-year low of $61.29 and a 1-year high of $80.14. The company has a market capitalization of $32.37 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. The business has a 50 day simple moving average of $77.67 and a two-hundred day simple moving average of $75.23.

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.