Montgomery Financial Services LLC Acquires New Position in iShares MSCI EAFE Value ETF $EFV

Montgomery Financial Services LLC acquired a new stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 91,634 shares of the company’s stock, valued at approximately $7,015,000. iShares MSCI EAFE Value ETF makes up 6.1% of Montgomery Financial Services LLC’s investment portfolio, making the stock its 4th biggest holding.

Other large investors have also bought and sold shares of the company. Auto Owners Insurance Co raised its holdings in iShares MSCI EAFE Value ETF by 8,167.2% in the 4th 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 during the last quarter. Morgan Stanley increased its holdings in shares of iShares MSCI EAFE Value ETF by 2.0% in the 4th quarter. Morgan Stanley now owns 11,985,894 shares of the company’s stock worth $855,913,000 after purchasing an additional 231,177 shares in the last quarter. Bank of America Corp DE increased its holdings in shares of iShares MSCI EAFE Value ETF by 7.7% in the 1st quarter. Bank of America Corp DE now owns 10,342,735 shares of the company’s stock worth $768,982,000 after purchasing an additional 736,906 shares in the last quarter. MML Investors Services LLC raised its stake in shares of iShares MSCI EAFE Value ETF by 68.6% in the second quarter. MML Investors Services LLC now owns 5,691,240 shares of the company’s stock worth $361,280,000 after purchasing an additional 2,316,220 shares during the last quarter. Finally, Ameriprise Financial Inc. raised its stake in shares of iShares MSCI EAFE Value ETF by 30.2% in the second quarter. Ameriprise Financial Inc. now owns 5,266,058 shares of the company’s stock worth $334,826,000 after purchasing an additional 1,222,406 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

EFV opened at $82.96 on Friday. The stock has a market capitalization of $34.01 billion, a P/E ratio of 12.17 and a beta of 0.73. The company’s 50-day simple moving average is $80.20 and its two-hundred day simple moving average is $77.98. iShares MSCI EAFE Value ETF has a 52-week low of $66.52 and a 52-week high of $83.22.

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.