Simplicity Wealth LLC Has $9.48 Million Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Simplicity Wealth LLC raised its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFVFree Report) by 2.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 181,999 shares of the company’s stock after purchasing an additional 3,494 shares during the quarter. iShares MSCI EAFE Value ETF accounts for about 3.7% of Simplicity Wealth LLC’s portfolio, making the stock its 5th largest position. Simplicity Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $9,482,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the business. Tompkins Financial Corp lifted its holdings in shares of iShares MSCI EAFE Value ETF by 59.8% in the 4th quarter. Tompkins Financial Corp now owns 524 shares of the company’s stock worth $27,000 after acquiring an additional 196 shares during the last quarter. Asset Dedication LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 1.5% in the 3rd quarter. Asset Dedication LLC now owns 14,255 shares of the company’s stock worth $694,000 after acquiring an additional 212 shares during the last quarter. Indiana Trust & Investment Management CO lifted its holdings in shares of iShares MSCI EAFE Value ETF by 29.6% in the 4th quarter. Indiana Trust & Investment Management CO now owns 982 shares of the company’s stock worth $51,000 after acquiring an additional 224 shares during the last quarter. CGN Advisors LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 5.3% in the 4th quarter. CGN Advisors LLC now owns 4,494 shares of the company’s stock worth $234,000 after acquiring an additional 226 shares during the last quarter. Finally, Warner Financial Inc. lifted its holdings in shares of iShares MSCI EAFE Value ETF by 0.8% in the 3rd quarter. Warner Financial Inc. now owns 30,415 shares of the company’s stock worth $1,488,000 after acquiring an additional 229 shares during the last quarter.

iShares MSCI EAFE Value ETF Price Performance

Shares of iShares MSCI EAFE Value ETF stock traded down $0.63 during trading on Friday, hitting $53.23. The stock had a trading volume of 2,180,139 shares. iShares MSCI EAFE Value ETF has a 12 month low of $49.15 and a 12 month high of $59.57. The firm’s fifty day simple moving average is $52.89 and its 200-day simple moving average is $51.04. The stock has a market cap of $17.89 billion, a PE ratio of 9.51 and a beta of 0.84.

iShares MSCI EAFE Value ETF 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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