Unique Wealth LLC Trims Stock Holdings in iShares MSCI EAFE Value ETF $EFV

Unique Wealth LLC lowered its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 26.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 123,455 shares of the company’s stock after selling 44,464 shares during the quarter. iShares MSCI EAFE Value ETF makes up approximately 1.2% of Unique Wealth LLC’s investment portfolio, making the stock its 18th largest holding. Unique Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $8,816,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Brighton Jones LLC purchased a new position in iShares MSCI EAFE Value ETF in the 4th quarter valued at approximately $281,000. Revolve Wealth Partners LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF by 41.3% in the fourth quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock worth $2,032,000 after acquiring an additional 11,327 shares during the period. Portside Wealth Group LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF by 13.8% in the second quarter. Portside Wealth Group LLC now owns 7,717 shares of the company’s stock worth $490,000 after acquiring an additional 936 shares during the period. Wealthspire Advisors LLC grew its position in shares of iShares MSCI EAFE Value ETF by 4.2% in the second quarter. Wealthspire Advisors LLC now owns 58,814 shares of the company’s stock valued at $3,733,000 after purchasing an additional 2,378 shares in the last quarter. Finally, FineMark National Bank & Trust purchased a new position in shares of iShares MSCI EAFE Value ETF in the second quarter valued at $217,000.

iShares MSCI EAFE Value ETF Stock Performance

BATS:EFV opened at $73.29 on Friday. The business’s fifty day moving average is $75.90 and its 200 day moving average is $71.52. The firm has a market cap of $30.05 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 52-week low of $51.87 and a 52-week high of $80.14.

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.