OneAscent Family Office LLC Purchases New Shares in iShares MSCI EAFE Value ETF $EFV

OneAscent Family Office LLC purchased a new stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 45,898 shares of the company’s stock, valued at approximately $3,278,000. iShares MSCI EAFE Value ETF makes up 2.2% of OneAscent Family Office LLC’s investment portfolio, making the stock its 7th largest position.

A number of other large investors have also added to or reduced their stakes in the company. Curtis Wealth Management LLC acquired a new stake in iShares MSCI EAFE Value ETF during the 4th quarter valued at $5,917,000. Petersen Hastings Wealth Advisors Inc. acquired a new stake in iShares MSCI EAFE Value ETF during the 4th quarter valued at $2,131,000. Parallel Advisors LLC grew its holdings in iShares MSCI EAFE Value ETF by 128.8% during the 4th quarter. Parallel Advisors LLC now owns 9,697 shares of the company’s stock valued at $693,000 after purchasing an additional 5,458 shares in the last quarter. Etesian Wealth Advisors Inc. grew its holdings in iShares MSCI EAFE Value ETF by 87.4% during the 4th quarter. Etesian Wealth Advisors Inc. now owns 17,517 shares of the company’s stock valued at $1,251,000 after purchasing an additional 8,172 shares in the last quarter. Finally, J.W. Cole Advisors Inc. grew its holdings in iShares MSCI EAFE Value ETF by 3.6% during the 4th quarter. J.W. Cole Advisors Inc. now owns 41,423 shares of the company’s stock valued at $2,958,000 after purchasing an additional 1,445 shares in the last quarter.

iShares MSCI EAFE Value ETF Trading Down 1.9%

EFV opened at $76.90 on Friday. The company has a fifty day simple moving average of $77.23 and a 200 day simple moving average of $74.86. The firm 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 twelve month low of $61.29 and a twelve month 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.