Unique Wealth LLC Has $14.20 Million Stock Position in iShares MSCI EAFE Value ETF $EFV

Unique Wealth LLC lifted its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 23.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 185,555 shares of the company’s stock after purchasing an additional 35,087 shares during the quarter. iShares MSCI EAFE Value ETF comprises 1.7% of Unique Wealth LLC’s investment portfolio, making the stock its 18th biggest holding. Unique Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $14,204,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently made changes to their positions in EFV. Brighton Jones LLC acquired a new position in iShares MSCI EAFE Value ETF during the 4th quarter worth approximately $281,000. Revolve Wealth Partners LLC boosted its holdings in iShares MSCI EAFE Value ETF by 41.3% in the fourth quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock worth $2,032,000 after acquiring an additional 11,327 shares in the last quarter. Squarepoint Ops LLC grew its stake in iShares MSCI EAFE Value ETF by 20.4% in the second quarter. Squarepoint Ops LLC now owns 19,814 shares of the company’s stock valued at $1,258,000 after acquiring an additional 3,354 shares during the period. Peapack Gladstone Financial Corp grew its stake in iShares MSCI EAFE Value ETF by 32.5% in the second quarter. Peapack Gladstone Financial Corp now owns 8,959 shares of the company’s stock valued at $569,000 after acquiring an additional 2,200 shares during the period. Finally, Alliancebernstein L.P. grew its stake in iShares MSCI EAFE Value ETF by 0.6% in the second quarter. Alliancebernstein L.P. now owns 5,094,815 shares of the company’s stock valued at $323,419,000 after acquiring an additional 31,570 shares during the period.

iShares MSCI EAFE Value ETF Stock Down 0.1%

BATS EFV opened at $82.96 on Friday. iShares MSCI EAFE Value ETF has a 52 week low of $66.52 and a 52 week high of $83.22. The business has a 50 day moving average price of $80.20 and a 200-day moving average price of $77.98. The company has a market cap of $34.01 billion, a price-to-earnings 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.