iShares MSCI EAFE Value ETF (BATS:EFV) is Cypress Wealth Services LLC’s 9th Largest Position

Cypress Wealth Services LLC lifted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 23.1% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 216,744 shares of the company’s stock after purchasing an additional 40,723 shares during the period. iShares MSCI EAFE Value ETF comprises approximately 2.3% of Cypress Wealth Services LLC’s holdings, making the stock its 9th biggest position. Cypress Wealth Services LLC owned approximately 0.07% of iShares MSCI EAFE Value ETF worth $11,373,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Dynamic Advisor Solutions LLC grew its holdings in 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 grew its stake in shares of iShares MSCI EAFE Value ETF by 1.5% during the 3rd quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock valued at $775,000 after acquiring an additional 199 shares during the period. Whittier Trust Co. of Nevada Inc. increased its holdings in iShares MSCI EAFE Value ETF by 2.2% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 10,153 shares of the company’s stock worth $584,000 after acquiring an additional 215 shares in the last quarter. Warner Financial Inc. increased its holdings in iShares MSCI EAFE Value ETF by 0.6% in the 3rd quarter. Warner Financial Inc. now owns 38,591 shares of the company’s stock worth $2,220,000 after acquiring an additional 227 shares in the last quarter. Finally, Global Wealth Management Investment Advisory Inc. raised its stake in iShares MSCI EAFE Value ETF by 1.3% during the 3rd quarter. Global Wealth Management Investment Advisory Inc. now owns 18,969 shares of the company’s stock worth $1,091,000 after acquiring an additional 246 shares during the period.

iShares MSCI EAFE Value ETF Price Performance

EFV opened at $53.05 on Friday. The company has a 50 day simple moving average of $53.48 and a two-hundred day simple moving average of $54.77. The firm has a market cap of $16.51 billion, a P/E ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a 1-year low of $49.15 and a 1-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.