Shared Vision Wealth Group LLC Has $6.90 Million Stake in iShares MSCI EAFE Value ETF $EFV

Shared Vision Wealth Group LLC cut its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 6.9% in the 4th quarter, HoldingsChannel reports. The fund owned 92,942 shares of the company’s stock after selling 6,853 shares during the period. iShares MSCI EAFE Value ETF accounts for approximately 2.8% of Shared Vision Wealth Group LLC’s holdings, making the stock its 8th largest holding. Shared Vision Wealth Group LLC’s holdings in iShares MSCI EAFE Value ETF were worth $6,903,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Captrust Financial Advisors boosted its stake in iShares MSCI EAFE Value ETF by 13.0% in the 3rd quarter. Captrust Financial Advisors now owns 583,340 shares of the company’s stock valued at $39,568,000 after purchasing an additional 67,197 shares during the period. Central Pacific Bank Trust Division bought a new stake in iShares MSCI EAFE Value ETF in the 4th quarter valued at $939,000. Chilton Investment Co. Inc. bought a new stake in iShares MSCI EAFE Value ETF in the 3rd quarter valued at $807,000. Affinity Capital Advisors LLC boosted its stake in iShares MSCI EAFE Value ETF by 5.5% in the 4th quarter. Affinity Capital Advisors LLC now owns 415,147 shares of the company’s stock valued at $29,646,000 after purchasing an additional 21,528 shares during the period. Finally, Asempa Wealth Advisors bought a new stake in iShares MSCI EAFE Value ETF in the 4th quarter valued at $2,363,000.

iShares MSCI EAFE Value ETF Stock Performance

BATS:EFV opened at $76.90 on Friday. The stock has a fifty day moving average price of $77.23 and a 200-day moving average price of $74.86. The company has a market cap of $31.53 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a fifty-two week low of $61.29 and a fifty-two week high of $80.14.

About iShares MSCI EAFE Value ETF

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.