BIP Wealth LLC Has $9.08 Million Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

BIP Wealth LLC increased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 9.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 173,078 shares of the company’s stock after purchasing an additional 15,159 shares during the period. iShares MSCI EAFE Value ETF makes up about 0.6% of BIP Wealth LLC’s portfolio, making the stock its 26th biggest holding. BIP Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $9,081,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Cedar Mountain Advisors LLC acquired a new stake in shares of iShares MSCI EAFE Value ETF in the fourth quarter valued at approximately $35,000. Wagner Wealth Management LLC acquired a new position in iShares MSCI EAFE Value ETF in the 4th quarter valued at $40,000. JNBA Financial Advisors bought a new stake in shares of iShares MSCI EAFE Value ETF during the 4th quarter valued at $42,000. PSI Advisors LLC grew its holdings in shares of iShares MSCI EAFE Value ETF by 1,025.3% during the 4th quarter. PSI Advisors LLC now owns 934 shares of the company’s stock worth $49,000 after purchasing an additional 851 shares in the last quarter. Finally, Bellwether Advisors LLC bought a new position in shares of iShares MSCI EAFE Value ETF in the fourth quarter worth $65,000.

iShares MSCI EAFE Value ETF Stock Up 17.9 %

EFV stock opened at $61.61 on Friday. The company has a market cap of $21.14 billion, a PE ratio of 12.18 and a beta of 0.70. iShares MSCI EAFE Value ETF has a 52 week low of $51.05 and a 52 week high of $61.76. The business has a 50-day simple moving average of $58.54 and a 200 day simple moving average of $55.89.

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.