Sage Financial Group Inc. Acquires 585 Shares of iShares MSCI EAFE Value ETF $EFV

Sage Financial Group Inc. lifted its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 1.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,883 shares of the company’s stock after purchasing an additional 585 shares during the quarter. Sage Financial Group Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $2,595,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Tritonpoint Wealth LLC increased its holdings in shares of iShares MSCI EAFE Value ETF by 2.8% in the 2nd quarter. Tritonpoint Wealth LLC now owns 5,965 shares of the company’s stock worth $379,000 after buying an additional 162 shares during the last quarter. Claris Advisors LLC MO grew its position in iShares MSCI EAFE Value ETF by 2.2% in the second quarter. Claris Advisors LLC MO now owns 7,766 shares of the company’s stock worth $493,000 after acquiring an additional 166 shares in the last quarter. Discipline Wealth Solutions LLC increased its stake in iShares MSCI EAFE Value ETF by 1.6% in the first quarter. Discipline Wealth Solutions LLC now owns 11,326 shares of the company’s stock valued at $668,000 after acquiring an additional 174 shares during the last quarter. Lion Street Advisors LLC raised its position in iShares MSCI EAFE Value ETF by 2.0% during the first quarter. Lion Street Advisors LLC now owns 9,081 shares of the company’s stock valued at $535,000 after purchasing an additional 175 shares in the last quarter. Finally, Lord & Richards Wealth Management LLC lifted its stake in iShares MSCI EAFE Value ETF by 2.4% during the first quarter. Lord & Richards Wealth Management LLC now owns 7,749 shares of the company’s stock worth $457,000 after purchasing an additional 178 shares during the last quarter.

iShares MSCI EAFE Value ETF Trading Up 31.4%

EFV opened at $68.68 on Monday. The stock has a market capitalization of $28.16 billion, a P/E ratio of 12.17 and a beta of 0.73. The stock has a 50-day moving average price of $66.75 and a 200-day moving average price of $63.28. iShares MSCI EAFE Value ETF has a 12-month low of $51.05 and a 12-month high of $66.83.

iShares MSCI EAFE Value ETF 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.