Stone House Investment Management LLC Cuts Holdings in iShares MSCI EAFE Value ETF $EFV

Stone House Investment Management LLC reduced its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 11.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 455,087 shares of the company’s stock after selling 58,559 shares during the period. iShares MSCI EAFE Value ETF accounts for about 5.2% of Stone House Investment Management LLC’s investment portfolio, making the stock its 7th biggest holding. Stone House Investment Management LLC owned about 0.11% of iShares MSCI EAFE Value ETF worth $30,869,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Tritonpoint Wealth LLC boosted its position in iShares MSCI EAFE Value ETF by 2.8% during the 2nd quarter. Tritonpoint Wealth LLC now owns 5,965 shares of the company’s stock valued at $379,000 after purchasing an additional 162 shares during the period. Claris Advisors LLC MO lifted its stake in iShares MSCI EAFE Value ETF by 2.2% in the second quarter. Claris Advisors LLC MO now owns 7,766 shares of the company’s stock valued at $493,000 after buying an additional 166 shares during the last quarter. Red Tortoise LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF by 2.2% during the second quarter. Red Tortoise LLC now owns 7,966 shares of the company’s stock valued at $506,000 after acquiring an additional 171 shares during the period. Cooper Financial Group boosted its holdings in shares of iShares MSCI EAFE Value ETF by 1.0% during the third quarter. Cooper Financial Group now owns 19,321 shares of the company’s stock valued at $1,311,000 after acquiring an additional 182 shares during the period. Finally, Lauterbach Financial Advisors LLC grew its position in shares of iShares MSCI EAFE Value ETF by 2.5% during the second quarter. Lauterbach Financial Advisors LLC now owns 7,865 shares of the company’s stock worth $499,000 after acquiring an additional 193 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Up 38.7%

Shares of BATS:EFV opened at $72.50 on Monday. The company’s 50-day moving average price is $70.51 and its 200 day moving average price is $67.82. The company has a market cap of $29.72 billion, a PE ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a fifty-two week low of $51.05 and a fifty-two week high of $66.83.

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