Waller Financial Planning Group Inc. Boosts Holdings in iShares MSCI EAFE Value ETF $EFV

Waller Financial Planning Group Inc. increased its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 374.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 469,119 shares of the company’s stock after buying an additional 370,194 shares during the period. iShares MSCI EAFE Value ETF accounts for 7.4% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 3rd biggest position. Waller Financial Planning Group Inc. owned approximately 0.11% of iShares MSCI EAFE Value ETF worth $33,500,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Guerra Advisors Inc purchased a new stake in shares of iShares MSCI EAFE Value ETF during the third quarter worth $32,000. Centennial Bank AR purchased a new position in shares of iShares MSCI EAFE Value ETF in the third quarter valued at $34,000. Tripletail Wealth Management LLC bought a new stake in shares of iShares MSCI EAFE Value ETF during the 3rd quarter valued at $35,000. Atlantic Union Bankshares Corp raised its stake in shares of iShares MSCI EAFE Value ETF by 257.8% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 551 shares of the company’s stock valued at $37,000 after purchasing an additional 397 shares during the period. Finally, Collier Financial purchased a new stake in iShares MSCI EAFE Value ETF during the 3rd quarter worth about $39,000.

iShares MSCI EAFE Value ETF Stock Down 1.5%

Shares of BATS EFV opened at $72.34 on Friday. iShares MSCI EAFE Value ETF has a 52 week low of $51.87 and a 52 week high of $80.14. The business has a 50-day simple moving average of $75.84 and a two-hundred day simple moving average of $71.72. The company has a market cap of $29.66 billion, a P/E ratio of 12.17 and a beta of 0.73.

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.