Endeavor Private Wealth Inc. Sells 37,969 Shares of iShares MSCI EAFE Value ETF $EFV

Endeavor Private Wealth Inc. trimmed its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 40.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 55,754 shares of the company’s stock after selling 37,969 shares during the quarter. iShares MSCI EAFE Value ETF makes up 1.0% of Endeavor Private Wealth Inc.’s portfolio, making the stock its 26th biggest position. Endeavor Private Wealth Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $4,268,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bank of America Corp DE boosted its stake in iShares MSCI EAFE Value ETF by 7.7% in the first quarter. Bank of America Corp DE now owns 10,342,735 shares of the company’s stock valued at $768,982,000 after acquiring an additional 736,906 shares during the last quarter. Principal Securities Inc. lifted its stake in shares of iShares MSCI EAFE Value ETF by 24.1% in the 4th quarter. Principal Securities Inc. now owns 147,933 shares of the company’s stock valued at $10,564,000 after purchasing an additional 28,722 shares during the period. D.A. Davidson & CO. boosted its position in shares of iShares MSCI EAFE Value ETF by 352.5% in the 1st quarter. D.A. Davidson & CO. now owns 60,013 shares of the company’s stock worth $4,462,000 after purchasing an additional 46,749 shares during the last quarter. Curtis Wealth Management LLC bought a new position in shares of iShares MSCI EAFE Value ETF in the 4th quarter worth $5,917,000. Finally, Financial Synergies Wealth Advisors Inc. grew its stake in shares of iShares MSCI EAFE Value ETF by 1.7% during the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 919,400 shares of the company’s stock worth $65,654,000 after purchasing an additional 15,290 shares during the period.

iShares MSCI EAFE Value ETF Trading Down 0.1%

BATS EFV opened at $82.96 on Friday. The stock has a 50-day simple moving average of $80.20 and a 200 day simple moving average of $77.98. The company has a market capitalization of $34.01 billion, a PE ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 12 month low of $66.52 and a 12 month high of $83.22.

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