Envestnet Portfolio Solutions Inc. raised its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 5.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,428,733 shares of the company’s stock after purchasing an additional 572,922 shares during the period. iShares MSCI EAFE Value ETF makes up approximately 1.8% of Envestnet Portfolio Solutions Inc.’s holdings, making the stock its 11th biggest position. Envestnet Portfolio Solutions Inc. owned 3.35% of iShares MSCI EAFE Value ETF worth $547,196,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Oppenheimer & Co. Inc. increased its position in shares of iShares MSCI EAFE Value ETF by 3.0% during the third quarter. Oppenheimer & Co. Inc. now owns 22,756 shares of the company’s stock valued at $1,309,000 after purchasing an additional 664 shares during the period. TSA Wealth Managment LLC boosted its stake in iShares MSCI EAFE Value ETF by 93.0% during the third quarter. TSA Wealth Managment LLC now owns 200,185 shares of the company’s stock worth $11,517,000 after buying an additional 96,472 shares in the last quarter. Maxwell Wealth Strategies Inc. increased its holdings in iShares MSCI EAFE Value ETF by 88.9% in the 3rd quarter. Maxwell Wealth Strategies Inc. now owns 44,134 shares of the company’s stock valued at $2,468,000 after buying an additional 20,773 shares during the period. Ritter Daniher Financial Advisory LLC DE raised its stake in shares of iShares MSCI EAFE Value ETF by 5.4% in the 3rd quarter. Ritter Daniher Financial Advisory LLC DE now owns 6,923 shares of the company’s stock valued at $398,000 after buying an additional 356 shares in the last quarter. Finally, Claro Advisors LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 75.3% during the 3rd quarter. Claro Advisors LLC now owns 64,369 shares of the company’s stock worth $3,703,000 after acquiring an additional 27,642 shares during the period.
iShares MSCI EAFE Value ETF Stock Performance
Shares of iShares MSCI EAFE Value ETF stock opened at $59.72 on Friday. iShares MSCI EAFE Value ETF has a twelve month low of $51.05 and a twelve month high of $60.04. The firm has a market cap of $21.93 billion, a P/E ratio of 12.82 and a beta of 0.82. The firm’s 50-day simple moving average is $55.84 and its 200-day simple moving average is $55.39.
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.
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