United Asset Strategies Inc. Buys 736 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

United Asset Strategies Inc. lifted its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 2.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 38,372 shares of the company’s stock after buying an additional 736 shares during the quarter. United Asset Strategies Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $2,013,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Blue Trust Inc. grew its holdings in iShares MSCI EAFE Value ETF by 145.5% during the fourth quarter. Blue Trust Inc. now owns 299,520 shares of the company’s stock worth $17,231,000 after purchasing an additional 177,494 shares during the period. Kingswood Wealth Advisors LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 28.0% in the fourth quarter. Kingswood Wealth Advisors LLC now owns 27,906 shares of the company’s stock valued at $1,464,000 after buying an additional 6,112 shares during the last quarter. Legacy Financial Group LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 20.3% during the 4th quarter. Legacy Financial Group LLC now owns 108,473 shares of the company’s stock worth $5,692,000 after acquiring an additional 18,305 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in shares of iShares MSCI EAFE Value ETF by 4.4% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,653,265 shares of the company’s stock worth $86,747,000 after acquiring an additional 68,990 shares during the last quarter. Finally, SWP Financial LLC bought a new stake in iShares MSCI EAFE Value ETF in the 4th quarter valued at $3,145,000.

iShares MSCI EAFE Value ETF Price Performance

BATS:EFV opened at $54.52 on Monday. The firm’s fifty day moving average price is $53.46 and its two-hundred day moving average price is $54.78. The company has a market cap of $16.97 billion, a P/E ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a one year low of $49.15 and a one year high of $59.57.

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.