iShares MSCI EAFE Value ETF $EFV Position Lifted by Waller Financial Planning Group Inc.

Waller Financial Planning Group Inc. grew its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 1.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 519,921 shares of the company’s stock after buying an additional 8,618 shares during the quarter. iShares MSCI EAFE Value ETF accounts for 8.2% of Waller Financial Planning Group Inc.’s portfolio, making the stock its 3rd largest position. Waller Financial Planning Group Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $39,800,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in EFV. Mcguire Capital Advisors Inc. acquired a new position in shares of iShares MSCI EAFE Value ETF during the 4th quarter valued at $27,000. BankPlus Trust Department acquired a new stake in iShares MSCI EAFE Value ETF in the 4th quarter valued at $29,000. Dunhill Financial LLC increased its holdings in iShares MSCI EAFE Value ETF by 242.5% in the 4th quarter. Dunhill Financial LLC now owns 459 shares of the company’s stock valued at $33,000 after purchasing an additional 325 shares in the last quarter. First Command Advisory Services Inc. purchased a new position in iShares MSCI EAFE Value ETF in the fourth quarter valued at about $33,000. Finally, Hantz Financial Services Inc. lifted its stake in shares of iShares MSCI EAFE Value ETF by 82.8% during the fourth quarter. Hantz Financial Services Inc. now owns 499 shares of the company’s stock worth $36,000 after purchasing an additional 226 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

Shares of EFV opened at $81.47 on Wednesday. iShares MSCI EAFE Value ETF has a 12 month low of $63.93 and a 12 month high of $81.59. The stock’s 50-day moving average is $78.11 and its two-hundred day moving average is $77.00. The stock has a market cap of $33.40 billion, a PE ratio of 12.17 and a beta of 0.73.

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.