CreativeOne Wealth LLC Cuts Stake in iShares MSCI EAFE Value ETF $EFV

CreativeOne Wealth LLC cut its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 11.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 510,962 shares of the company’s stock after selling 67,778 shares during the period. iShares MSCI EAFE Value ETF accounts for approximately 0.8% of CreativeOne Wealth LLC’s investment portfolio, making the stock its 26th biggest holding. CreativeOne Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $34,659,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC acquired a new position in iShares MSCI EAFE Value ETF during the 4th quarter valued at about $281,000. Revolve Wealth Partners LLC boosted its holdings in 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 in the last quarter. Bank of Montreal Can grew its stake in shares of iShares MSCI EAFE Value ETF by 49.5% during the second quarter. Bank of Montreal Can now owns 307,325 shares of the company’s stock worth $19,509,000 after acquiring an additional 101,745 shares during the last quarter. Bryn Mawr Trust Advisors LLC grew its stake in shares of iShares MSCI EAFE Value ETF by 12.3% during the second quarter. Bryn Mawr Trust Advisors LLC now owns 8,732 shares of the company’s stock worth $554,000 after acquiring an additional 959 shares during the last quarter. Finally, Wedbush Securities Inc. increased its holdings in shares of iShares MSCI EAFE Value ETF by 40.8% during the second quarter. Wedbush Securities Inc. now owns 39,395 shares of the company’s stock valued at $2,501,000 after acquiring an additional 11,410 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Down 0.6%

Shares of iShares MSCI EAFE Value ETF stock opened at $74.18 on Friday. The firm has a market capitalization of $30.41 billion, a P/E ratio of 12.17 and a beta of 0.73. The company has a 50 day moving average price of $75.54 and a 200 day moving average price of $71.14. 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.