Total Wealth Planning LLC Lowers Position in iShares MSCI EAFE Value ETF $EFV

Total Wealth Planning LLC cut its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 27.3% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,401 shares of the company’s stock after selling 1,274 shares during the period. Total Wealth Planning LLC’s holdings in iShares MSCI EAFE Value ETF were worth $216,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in the stock. Discipline Wealth Solutions LLC grew its position in iShares MSCI EAFE Value ETF by 1.6% during 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 period. Lion Street Advisors LLC grew 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 acquiring an additional 175 shares during the period. Lord & Richards Wealth Management LLC grew its holdings in shares of iShares MSCI EAFE Value ETF by 2.4% during the 1st 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 period. Trust Co. of Vermont grew its holdings in shares of iShares MSCI EAFE Value ETF by 59.7% during the 1st quarter. Trust Co. of Vermont now owns 479 shares of the company’s stock worth $28,000 after purchasing an additional 179 shares during the period. Finally, Foster Group Inc. increased its position in iShares MSCI EAFE Value ETF by 1.7% during the 1st quarter. Foster Group Inc. now owns 11,715 shares of the company’s stock worth $690,000 after purchasing an additional 195 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

EFV opened at $67.14 on Thursday. The firm has a 50 day moving average price of $66.27 and a 200 day moving average price of $62.88. The company has a market cap of $27.53 billion, a PE ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 1 year low of $51.05 and a 1 year 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.