Shared Vision Wealth Group LLC Purchases 8,266 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Shared Vision Wealth Group LLC lifted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 8.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 101,707 shares of the company’s stock after purchasing an additional 8,266 shares during the period. iShares MSCI EAFE Value ETF accounts for 2.8% of Shared Vision Wealth Group LLC’s portfolio, making the stock its 8th largest holding. Shared Vision Wealth Group LLC’s holdings in iShares MSCI EAFE Value ETF were worth $5,337,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Alesco Advisors LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF by 0.8% during the 4th quarter. Alesco Advisors LLC now owns 1,425,876 shares of the company’s stock worth $74,816,000 after buying an additional 10,707 shares during the period. Modera Wealth Management LLC boosted its holdings in iShares MSCI EAFE Value ETF by 2.6% in the 4th quarter. Modera Wealth Management LLC now owns 2,004,885 shares of the company’s stock valued at $105,196,000 after purchasing an additional 50,218 shares during the period. SRS Capital Advisors Inc. boosted its holdings in iShares MSCI EAFE Value ETF by 262.5% in the 4th quarter. SRS Capital Advisors Inc. now owns 2,128 shares of the company’s stock valued at $112,000 after purchasing an additional 1,541 shares during the period. Maia Wealth LLC boosted its holdings in iShares MSCI EAFE Value ETF by 9.4% in the 4th quarter. Maia Wealth LLC now owns 242,141 shares of the company’s stock valued at $13,298,000 after purchasing an additional 20,714 shares during the period. Finally, Sharkey Howes & Javer boosted its holdings in iShares MSCI EAFE Value ETF by 7.1% in the 4th quarter. Sharkey Howes & Javer now owns 443,323 shares of the company’s stock valued at $23,261,000 after purchasing an additional 29,356 shares during the period.

iShares MSCI EAFE Value ETF Stock Up 9.7 %

BATS EFV opened at $57.33 on Monday. The company has a market capitalization of $21.05 billion, a P/E ratio of 12.82 and a beta of 0.82. iShares MSCI EAFE Value ETF has a 12-month low of $49.15 and a 12-month high of $59.57. The firm has a 50-day moving average price of $54.52 and a two-hundred day moving average price of $55.16.

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.