Lifelong Wealth Advisors Inc. Has $7.87 Million Position in iShares MSCI EAFE Value ETF $EFV

Lifelong Wealth Advisors Inc. lifted its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 7.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 116,084 shares of the company’s stock after purchasing an additional 7,876 shares during the quarter. iShares MSCI EAFE Value ETF accounts for 2.3% of Lifelong Wealth Advisors Inc.’s holdings, making the stock its 10th biggest holding. Lifelong Wealth Advisors Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $7,874,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Brave Asset Management Inc. lifted its position in iShares MSCI EAFE Value ETF by 2.6% during the third quarter. Brave Asset Management Inc. now owns 696,832 shares of the company’s stock worth $47,255,000 after purchasing an additional 17,823 shares during the period. Unique Wealth LLC increased its holdings in iShares MSCI EAFE Value ETF by 20.1% in the 3rd quarter. Unique Wealth LLC now owns 167,919 shares of the company’s stock valued at $11,390,000 after buying an additional 28,090 shares during the period. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors acquired a new position in shares of iShares MSCI EAFE Value ETF in the 3rd quarter valued at approximately $3,032,000. Riverbend Wealth Management LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 2.6% during the 3rd quarter. Riverbend Wealth Management LLC now owns 17,292 shares of the company’s stock worth $1,173,000 after acquiring an additional 437 shares during the period. Finally, Discipline Wealth Solutions LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 39.1% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 26,559 shares of the company’s stock worth $1,802,000 after acquiring an additional 7,468 shares during the period.

iShares MSCI EAFE Value ETF Price Performance

Shares of BATS:EFV opened at $72.16 on Friday. The company’s 50 day simple moving average is $70.16 and its 200 day simple moving average is $67.39. The stock has a market capitalization of $29.58 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 1 year low of $51.05 and a 1 year high of $66.83.

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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.