iShares MSCI EAFE Value ETF (BATS:EFV) Stake Lifted by WealthPLAN Partners LLC

WealthPLAN Partners LLC increased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 6.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 38,754 shares of the company’s stock after buying an additional 2,412 shares during the quarter. WealthPLAN Partners LLC’s holdings in iShares MSCI EAFE Value ETF were worth $2,033,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in EFV. DAVENPORT & Co LLC raised its stake in shares of iShares MSCI EAFE Value ETF by 1.2% in the 4th quarter. DAVENPORT & Co LLC now owns 17,855 shares of the company’s stock worth $937,000 after buying an additional 207 shares in the last quarter. Whittier Trust Co. of Nevada Inc. boosted its stake in iShares MSCI EAFE Value ETF by 2.2% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 10,153 shares of the company’s stock valued at $584,000 after buying an additional 215 shares in the last quarter. Warner Financial Inc. grew its holdings in iShares MSCI EAFE Value ETF by 0.6% during the third quarter. Warner Financial Inc. now owns 38,591 shares of the company’s stock worth $2,220,000 after acquiring an additional 227 shares during the period. Prosperity Planning Inc. raised its position in iShares MSCI EAFE Value ETF by 2.8% in the fourth quarter. Prosperity Planning Inc. now owns 8,315 shares of the company’s stock worth $436,000 after acquiring an additional 229 shares in the last quarter. Finally, Avior Wealth Management LLC lifted its holdings in iShares MSCI EAFE Value ETF by 5.0% in the 4th quarter. Avior Wealth Management LLC now owns 4,936 shares of the company’s stock valued at $259,000 after acquiring an additional 236 shares during the last quarter.

iShares MSCI EAFE Value ETF Trading Up 9.2 %

BATS:EFV opened at $57.08 on Friday. The company has a 50-day moving average of $53.78 and a 200-day moving average of $54.84. The firm has a market cap of $17.76 billion, a price-to-earnings ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a twelve month low of $49.15 and a twelve month high of $59.57.

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.