iShares MSCI EAFE Value ETF $EFV is Corepath Wealth Partners LLC’s 10th Largest Position

Corepath Wealth Partners LLC trimmed its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 10.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,394 shares of the company’s stock after selling 8,791 shares during the period. iShares MSCI EAFE Value ETF comprises about 3.8% of Corepath Wealth Partners LLC’s portfolio, making the stock its 10th largest position. Corepath Wealth Partners LLC’s holdings in iShares MSCI EAFE Value ETF were worth $5,235,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of EFV. JPMorgan Chase & Co. boosted its stake in shares of iShares MSCI EAFE Value ETF by 28.6% during the second quarter. JPMorgan Chase & Co. now owns 15,814,518 shares of the company’s stock valued at $1,003,906,000 after purchasing an additional 3,518,683 shares in the last quarter. Auto Owners Insurance Co lifted its holdings in iShares MSCI EAFE Value ETF by 296.7% during the second quarter. Auto Owners Insurance Co now owns 3,963,000 shares of the company’s stock worth $251,571,000 after buying an additional 2,964,000 shares during the period. MML Investors Services LLC lifted its holdings in iShares MSCI EAFE Value ETF by 68.6% during the second quarter. MML Investors Services LLC now owns 5,691,240 shares of the company’s stock worth $361,280,000 after buying an additional 2,316,220 shares during the period. Thrivent Financial for Lutherans boosted its position in iShares MSCI EAFE Value ETF by 5,094.0% during the 3rd quarter. Thrivent Financial for Lutherans now owns 1,252,584 shares of the company’s stock valued at $84,962,000 after acquiring an additional 1,228,468 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its holdings in shares of iShares MSCI EAFE Value ETF by 30.2% in the 2nd quarter. Ameriprise Financial Inc. now owns 5,266,058 shares of the company’s stock valued at $334,826,000 after acquiring an additional 1,222,406 shares during the period.

iShares MSCI EAFE Value ETF Trading Up 0.1%

EFV opened at $79.13 on Wednesday. The firm has a market cap of $32.44 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 12 month low of $51.87 and a 12 month high of $79.68. The stock has a fifty day moving average price of $74.55 and a 200-day moving average price of $70.58.

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.