Geneos Wealth Management Inc. Boosts Stock Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Geneos Wealth Management Inc. grew its stake in iShares MSCI EAFE Value ETF (BATS:EFVFree Report) by 1.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 68,566 shares of the company’s stock after purchasing an additional 840 shares during the quarter. Geneos Wealth Management Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $3,598,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Dynamic Advisor Solutions LLC lifted its stake in iShares MSCI EAFE Value ETF by 1.6% in the 3rd quarter. Dynamic Advisor Solutions LLC now owns 11,691 shares of the company’s stock worth $673,000 after purchasing an additional 179 shares in the last quarter. Asset Dedication LLC increased its stake in iShares MSCI EAFE Value ETF by 1.5% during the third 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. Whittier Trust Co. of Nevada Inc. grew its stake in shares of iShares MSCI EAFE Value ETF by 2.2% in the third 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. raised its holdings in iShares MSCI EAFE Value ETF by 0.6% in the third quarter. Warner Financial Inc. now owns 38,591 shares of the company’s stock valued at $2,220,000 after acquiring an additional 227 shares in the last quarter. Finally, Prosperity Planning Inc. raised its stake 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 valued at $436,000 after buying an additional 229 shares in the last quarter.

iShares MSCI EAFE Value ETF Trading Up 4.3 %

EFV stock opened at $54.52 on Friday. The company’s 50 day moving average is $53.46 and its two-hundred day moving average is $54.77. iShares MSCI EAFE Value ETF has a twelve month low of $49.15 and a twelve month high of $59.57. The stock 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 Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares MSCI EAFE Value ETF (BATS:EFV)

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