Congress Wealth Management LLC DE Decreases Position in iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV)

Congress Wealth Management LLC DE trimmed its holdings in iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV) by 2.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 57,122 shares of the company’s stock after selling 1,449 shares during the quarter. Congress Wealth Management LLC DE’s holdings in iShares MSCI EAFE Min Vol Factor ETF were worth $4,039,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Provident Wealth Management LLC lifted its position in iShares MSCI EAFE Min Vol Factor ETF by 73.1% in the fourth quarter. Provident Wealth Management LLC now owns 900 shares of the company’s stock valued at $64,000 after acquiring an additional 380 shares during the last quarter. Larson Financial Group LLC increased its position in shares of iShares MSCI EAFE Min Vol Factor ETF by 38.2% during the fourth quarter. Larson Financial Group LLC now owns 962 shares of the company’s stock worth $68,000 after purchasing an additional 266 shares in the last quarter. Synergy Asset Management LLC purchased a new stake in shares of iShares MSCI EAFE Min Vol Factor ETF in the 4th quarter valued at about $85,000. Bank of Jackson Hole Trust acquired a new stake in shares of iShares MSCI EAFE Min Vol Factor ETF in the 4th quarter valued at about $83,000. Finally, AdvisorNet Financial Inc grew its stake in iShares MSCI EAFE Min Vol Factor ETF by 13.0% during the 4th quarter. AdvisorNet Financial Inc now owns 1,465 shares of the company’s stock worth $104,000 after buying an additional 169 shares during the last quarter.

iShares MSCI EAFE Min Vol Factor ETF Trading Up 11.8 %

Shares of BATS EFAV opened at $78.19 on Wednesday. The stock has a market cap of $4.88 billion, a P/E ratio of 17.75 and a beta of 0.61. iShares MSCI EAFE Min Vol Factor ETF has a twelve month low of $67.68 and a twelve month high of $79.06. The stock has a 50 day moving average of $74.98 and a two-hundred day moving average of $74.21.

About iShares MSCI EAFE Min Vol Factor ETF

The iShares MSCI EAFE Min Vol Factor ETF (EFAV) is an exchange-traded fund that is based on the MSCI EAFE Minimum Volatility (USD) index. The fund tracks an index of developed-market equities, ex-US and Canada, selected and weighted to create a low volatility portfolio subject to constraints including sector exposure.