Modera Wealth Management LLC Has $99.26 Million Holdings in iShares MSCI EAFE Value ETF $EFV

Modera Wealth Management LLC trimmed its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 10.7% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,335,086 shares of the company’s stock after selling 159,497 shares during the quarter. iShares MSCI EAFE Value ETF comprises about 1.2% of Modera Wealth Management LLC’s investment portfolio, making the stock its 19th largest holding. Modera Wealth Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $99,264,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Brighton Jones LLC bought a new position in shares of iShares MSCI EAFE Value ETF during the fourth quarter worth approximately $281,000. Revolve Wealth Partners LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 41.3% in the fourth quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock valued at $2,032,000 after buying an additional 11,327 shares during the period. Squarepoint Ops LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 20.4% in the second quarter. Squarepoint Ops LLC now owns 19,814 shares of the company’s stock valued at $1,258,000 after buying an additional 3,354 shares during the period. Peapack Gladstone Financial Corp grew its position in iShares MSCI EAFE Value ETF by 32.5% during the second quarter. Peapack Gladstone Financial Corp now owns 8,959 shares of the company’s stock worth $569,000 after buying an additional 2,200 shares in the last quarter. Finally, Alliancebernstein L.P. grew its position in iShares MSCI EAFE Value ETF by 0.6% during the second quarter. Alliancebernstein L.P. now owns 5,094,815 shares of the company’s stock worth $323,419,000 after buying an additional 31,570 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

Shares of BATS EFV opened at $78.47 on Friday. The stock has a market capitalization of $32.17 billion, a PE ratio of 12.17 and a beta of 0.73. The business has a fifty day moving average price of $77.79 and a two-hundred day moving average price of $76.33. iShares MSCI EAFE Value ETF has a fifty-two week low of $62.89 and a fifty-two week high of $80.14.

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.