J. Derek Lewis & Associates Inc. Makes New Investment in iShares MSCI EAFE Value ETF $EFV

J. Derek Lewis & Associates Inc. purchased a new stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 15,368 shares of the company’s stock, valued at approximately $1,097,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Hsbc Holdings PLC acquired a new stake in shares of iShares MSCI EAFE Value ETF in the fourth quarter valued at $2,771,000. Rockefeller Capital Management L.P. grew its holdings in iShares MSCI EAFE Value ETF by 11.5% during the fourth quarter. Rockefeller Capital Management L.P. now owns 544,717 shares of the company’s stock worth $38,898,000 after acquiring an additional 56,203 shares during the period. Lane Brothers & Co. Inc. acquired a new position in iShares MSCI EAFE Value ETF during the fourth quarter worth about $517,000. Corient Private Wealth LLC grew its holdings in iShares MSCI EAFE Value ETF by 8.5% during the fourth quarter. Corient Private Wealth LLC now owns 219,032 shares of the company’s stock worth $15,643,000 after acquiring an additional 17,235 shares during the period. Finally, Auto Owners Insurance Co raised its position in iShares MSCI EAFE Value ETF by 8,167.2% in the fourth quarter. Auto Owners Insurance Co now owns 327,629,080 shares of the company’s stock worth $2,339,599,000 after acquiring an additional 323,666,080 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

Shares of BATS EFV opened at $76.64 on Friday. iShares MSCI EAFE Value ETF has a twelve month low of $61.29 and a twelve month high of $80.14. The company has a market capitalization of $31.42 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. The firm has a 50-day moving average of $77.80 and a two-hundred day moving average of $75.43.

About iShares MSCI EAFE Value ETF

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.