1,312,367 Shares in iShares MSCI EAFE Value ETF (BATS:EFV) Purchased by Dynasty Wealth Management LLC

Dynasty Wealth Management LLC purchased a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,312,367 shares of the company’s stock, valued at approximately $68,860,000. iShares MSCI EAFE Value ETF accounts for approximately 1.2% of Dynasty Wealth Management LLC’s investment portfolio, making the stock its 26th largest holding. Dynasty Wealth Management LLC owned about 0.42% of iShares MSCI EAFE Value ETF as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in EFV. DAVENPORT & Co LLC increased its position in shares of iShares MSCI EAFE Value ETF by 1.2% during the 4th quarter. DAVENPORT & Co LLC now owns 17,855 shares of the company’s stock worth $937,000 after purchasing an additional 207 shares in the last quarter. Prosperity Planning Inc. grew its stake in iShares MSCI EAFE Value ETF by 2.8% during the fourth quarter. Prosperity Planning Inc. now owns 8,315 shares of the company’s stock worth $436,000 after buying an additional 229 shares during the last quarter. Avior Wealth Management LLC increased its holdings in shares of iShares MSCI EAFE Value ETF by 5.0% during the fourth quarter. Avior Wealth Management LLC now owns 4,936 shares of the company’s stock worth $259,000 after buying an additional 236 shares in the last quarter. Ifrah Financial Services Inc. raised its stake in shares of iShares MSCI EAFE Value ETF by 0.5% in the fourth quarter. Ifrah Financial Services Inc. now owns 46,120 shares of the company’s stock valued at $2,420,000 after acquiring an additional 238 shares during the last quarter. Finally, Flagstar Advisors Inc. boosted its holdings in shares of iShares MSCI EAFE Value ETF by 3.0% in the 4th quarter. Flagstar Advisors Inc. now owns 8,480 shares of the company’s stock worth $445,000 after acquiring an additional 244 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

BATS EFV opened at $57.35 on Friday. The stock’s 50 day simple moving average is $54.41 and its 200 day simple moving average is $55.12. iShares MSCI EAFE Value ETF has a one year low of $49.15 and a one year high of $59.57. The firm has a market cap of $17.85 billion, a PE ratio of 10.89 and a beta of 0.70.

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.