Triad Wealth Partners LLC Has $15.13 Million Stock Holdings in iShares MSCI EAFE Value ETF $EFV

Triad Wealth Partners LLC lowered its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 8.4% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 223,069 shares of the company’s stock after selling 20,576 shares during the period. iShares MSCI EAFE Value ETF comprises about 1.9% of Triad Wealth Partners LLC’s portfolio, making the stock its 11th biggest holding. Triad Wealth Partners LLC owned about 0.05% of iShares MSCI EAFE Value ETF worth $15,131,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Brighton Jones LLC bought a new stake in shares of iShares MSCI EAFE Value ETF during the fourth quarter worth $281,000. Revolve Wealth Partners LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF by 41.3% during the 4th quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock valued at $2,032,000 after acquiring an additional 11,327 shares in the last quarter. AdvisorNet Financial Inc grew its position in iShares MSCI EAFE Value ETF by 21.5% during the 2nd quarter. AdvisorNet Financial Inc now owns 6,809 shares of the company’s stock worth $432,000 after acquiring an additional 1,204 shares during the last quarter. Cranbrook Wealth Management LLC grew its position in iShares MSCI EAFE Value ETF by 6.1% during the 2nd quarter. Cranbrook Wealth Management LLC now owns 69,202 shares of the company’s stock worth $4,393,000 after acquiring an additional 4,006 shares during the last quarter. Finally, Axis Wealth Partners LLC increased its holdings in iShares MSCI EAFE Value ETF by 9.9% in the 2nd quarter. Axis Wealth Partners LLC now owns 20,633 shares of the company’s stock worth $1,310,000 after purchasing an additional 1,867 shares in the last quarter.

iShares MSCI EAFE Value ETF Trading Up 40.1%

BATS:EFV opened at $73.21 on Thursday. The stock’s 50-day moving average is $71.13 and its 200-day moving average is $68.32. The stock has a market cap of $30.02 billion, a P/E ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 1-year low of $51.05 and a 1-year high of $66.83.

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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.