Mount Yale Investment Advisors LLC Increases Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Mount Yale Investment Advisors LLC boosted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 32.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 114,862 shares of the company’s stock after purchasing an additional 28,308 shares during the quarter. iShares MSCI EAFE Value ETF comprises about 0.5% of Mount Yale Investment Advisors LLC’s portfolio, making the stock its 26th biggest position. Mount Yale Investment Advisors LLC’s holdings in iShares MSCI EAFE Value ETF were worth $6,027,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Dynamic Advisor Solutions LLC boosted its holdings in shares of 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 valued at $673,000 after buying an additional 179 shares in the last quarter. Asset Dedication LLC boosted its stake in iShares MSCI EAFE Value ETF by 1.5% in the third quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock valued at $775,000 after acquiring an additional 199 shares in the last quarter. Whittier Trust Co. of Nevada Inc. grew its holdings in 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 purchasing an additional 215 shares during the last quarter. Warner Financial Inc. increased its position in shares of iShares MSCI EAFE Value ETF by 0.6% during the third quarter. Warner Financial Inc. now owns 38,591 shares of the company’s stock worth $2,220,000 after purchasing an additional 227 shares in the last quarter. Finally, Prosperity Planning Inc. boosted its position in shares of iShares MSCI EAFE Value ETF by 2.8% in the 4th quarter. Prosperity Planning Inc. now owns 8,315 shares of the company’s stock worth $436,000 after purchasing an additional 229 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

Shares of BATS:EFV opened at $54.52 on Monday. The business’s 50-day moving average is $53.46 and its 200 day moving average is $54.78. iShares MSCI EAFE Value ETF has a 1 year low of $49.15 and a 1 year high of $59.57. The firm has a market capitalization of $16.97 billion, a P/E ratio of 10.89 and a beta of 0.70.

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.