Simplicity Wealth LLC decreased its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 95.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,373 shares of the company’s stock after selling 147,572 shares during the quarter. Simplicity Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $334,000 at the end of the most recent quarter.
Several other hedge funds have also recently added to or reduced their stakes in the business. Disciplined Investments LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 0.3% in the 4th quarter. Disciplined Investments LLC now owns 61,789 shares of the company’s stock worth $3,242,000 after acquiring an additional 202 shares during the period. DAVENPORT & Co LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 1.2% in the 4th quarter. DAVENPORT & Co LLC now owns 17,855 shares of the company’s stock worth $937,000 after acquiring an additional 207 shares during the period. Prosperity Planning Inc. lifted its position in shares of iShares MSCI EAFE Value ETF by 2.8% in the 4th quarter. Prosperity Planning Inc. now owns 8,315 shares of the company’s stock worth $436,000 after acquiring an additional 229 shares during the period. Avior Wealth Management LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 5.0% in the 4th quarter. Avior Wealth Management LLC now owns 4,936 shares of the company’s stock worth $259,000 after acquiring an additional 236 shares during the period. Finally, Ifrah Financial Services Inc. lifted its position in shares of iShares MSCI EAFE Value ETF by 0.5% in the 4th quarter. Ifrah Financial Services Inc. now owns 46,120 shares of the company’s stock worth $2,420,000 after acquiring an additional 238 shares during the period.
iShares MSCI EAFE Value ETF Trading Up 12.8 %
Shares of EFV stock opened at $58.95 on Tuesday. The stock has a 50 day moving average of $55.31 and a two-hundred day moving average of $55.31. iShares MSCI EAFE Value ETF has a 12 month low of $51.05 and a 12 month high of $60.04. The company has a market capitalization of $21.64 billion, a P/E ratio of 12.82 and a beta of 0.82.
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.
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