Focus Partners Wealth Acquires 87,216 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Focus Partners Wealth lifted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 8.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,064,415 shares of the company’s stock after buying an additional 87,216 shares during the quarter. Focus Partners Wealth owned about 0.34% of iShares MSCI EAFE Value ETF worth $55,857,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Envestnet Asset Management Inc. raised its stake in shares of iShares MSCI EAFE Value ETF by 7.5% in the fourth quarter. Envestnet Asset Management Inc. now owns 58,027,852 shares of the company’s stock worth $3,044,721,000 after acquiring an additional 4,032,718 shares during the last quarter. FMR LLC increased its holdings in shares of iShares MSCI EAFE Value ETF by 8.0% in the fourth quarter. FMR LLC now owns 20,745,609 shares of the company’s stock valued at $1,088,522,000 after purchasing an additional 1,536,021 shares in the last quarter. LPL Financial LLC raised its position in iShares MSCI EAFE Value ETF by 34.6% in the 4th quarter. LPL Financial LLC now owns 17,195,268 shares of the company’s stock worth $902,236,000 after purchasing an additional 4,421,879 shares during the last quarter. JPMorgan Chase & Co. lifted its holdings in iShares MSCI EAFE Value ETF by 8.3% during the 4th quarter. JPMorgan Chase & Co. now owns 14,326,441 shares of the company’s stock worth $751,708,000 after buying an additional 1,093,469 shares in the last quarter. Finally, US Bancorp DE boosted its position in iShares MSCI EAFE Value ETF by 3.9% in the 4th quarter. US Bancorp DE now owns 12,803,041 shares of the company’s stock valued at $671,789,000 after buying an additional 481,280 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

BATS EFV opened at $61.73 on Friday. The stock has a market capitalization of $21.19 billion, a P/E 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 $62.04. The stock has a fifty day moving average of $58.94 and a 200-day moving average of $56.07.

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.