iShares MSCI EAFE Value ETF (BATS:EFV) Shares Sold by Holistic Planning LLC

Holistic Planning LLC reduced its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 12.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,572 shares of the company’s stock after selling 939 shares during the quarter. Holistic Planning LLC’s holdings in iShares MSCI EAFE Value ETF were worth $378,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of EFV. Dynamic Advisor Solutions LLC increased its position in shares of iShares MSCI EAFE Value ETF by 1.6% during the third quarter. Dynamic Advisor Solutions LLC now owns 11,691 shares of the company’s stock valued at $673,000 after purchasing an additional 179 shares during the period. Asset Dedication LLC boosted its stake in iShares MSCI EAFE Value ETF by 1.5% in the 3rd quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock worth $775,000 after purchasing an additional 199 shares during the period. Signaturefd LLC raised its holdings in shares of iShares MSCI EAFE Value ETF by 36.2% in the second quarter. Signaturefd LLC now owns 757 shares of the company’s stock valued at $40,000 after purchasing an additional 201 shares during the last quarter. Noble Family Wealth LLC grew its stake in iShares MSCI EAFE Value ETF by 0.3% in the second quarter. Noble Family Wealth LLC now owns 63,084 shares of the company’s stock valued at $3,346,000 after purchasing an additional 205 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. increased its stake in shares of iShares MSCI EAFE Value ETF by 2.2% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 10,153 shares of the company’s stock worth $584,000 after purchasing an additional 215 shares during the last quarter.

iShares MSCI EAFE Value ETF Trading Down 1.5 %

EFV opened at $54.81 on Friday. iShares MSCI EAFE Value ETF has a 1-year low of $49.15 and a 1-year high of $59.57. The stock has a market cap of $17.06 billion, a PE ratio of 10.89 and a beta of 0.70. The stock’s fifty day simple moving average is $56.24 and its 200 day simple moving average is $55.16.

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.