Synergy Asset Management LLC Raises Holdings in iShares MSCI EAFE Value ETF $EFV

Synergy Asset Management LLC lifted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 950.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,036 shares of the company’s stock after purchasing an additional 36,224 shares during the quarter. Synergy Asset Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $2,859,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Guerra Advisors Inc purchased a new stake in shares of iShares MSCI EAFE Value ETF during the third quarter valued at $32,000. Centennial Bank AR purchased a new position in iShares MSCI EAFE Value ETF in the 3rd quarter worth about $34,000. Tripletail Wealth Management LLC purchased a new position in iShares MSCI EAFE Value ETF in the 3rd quarter worth about $35,000. Atlantic Union Bankshares Corp lifted its stake in 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 acquiring an additional 397 shares during the period. Finally, Collier Financial bought a new position in iShares MSCI EAFE Value ETF during the 3rd quarter valued at about $39,000.

iShares MSCI EAFE Value ETF Stock Down 1.5%

Shares of BATS EFV opened at $72.34 on Friday. The firm’s 50-day moving average price is $75.84 and its 200-day moving average price is $71.72. iShares MSCI EAFE Value ETF has a 52-week low of $51.87 and a 52-week high of $80.14. The company has a market cap of $29.66 billion, a PE ratio of 12.17 and a beta of 0.73.

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.