iShares MSCI EAFE Value ETF $EFV Holdings Decreased by Forthright Family Wealth Advisory LLC

Forthright Family Wealth Advisory LLC decreased its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 8.7% in the third quarter, Holdings Channel.com reports. The firm owned 145,161 shares of the company’s stock after selling 13,912 shares during the period. iShares MSCI EAFE Value ETF comprises 6.1% of Forthright Family Wealth Advisory LLC’s portfolio, making the stock its 6th largest holding. Forthright Family Wealth Advisory LLC’s holdings in iShares MSCI EAFE Value ETF were worth $9,846,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of EFV. Brighton Jones LLC purchased a new stake in iShares MSCI EAFE Value ETF during the 4th quarter valued at about $281,000. Revolve Wealth Partners LLC lifted its position in iShares MSCI EAFE Value ETF by 41.3% during the fourth quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock valued at $2,032,000 after purchasing an additional 11,327 shares during the period. Pure Financial Advisors LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 7.0% in the 2nd quarter. Pure Financial Advisors LLC now owns 9,058 shares of the company’s stock worth $575,000 after buying an additional 595 shares during the last quarter. Hilltop National Bank purchased a new position in iShares MSCI EAFE Value ETF in the second quarter worth about $371,000. Finally, Ascent Group LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF by 615.5% in the second quarter. Ascent Group LLC now owns 576,494 shares of the company’s stock worth $36,596,000 after buying an additional 495,924 shares during the last quarter.

iShares MSCI EAFE Value ETF Price Performance

BATS:EFV opened at $75.38 on Friday. The firm has a market capitalization of $30.90 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. The business has a fifty day moving average price of $71.95 and a 200-day moving average price of $68.87. iShares MSCI EAFE Value ETF has a one year low of $51.05 and a one 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.