iShares MSCI EAFE Value ETF $EFV Stake Lessened by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC lessened its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 39.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,322 shares of the company’s stock after selling 16,657 shares during the period. Cyndeo Wealth Partners LLC’s holdings in iShares MSCI EAFE Value ETF were worth $1,808,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. JPMorgan Chase & Co. raised its position in 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 buying an additional 3,518,683 shares during the period. US Bancorp DE boosted its position in iShares MSCI EAFE Value ETF by 2.8% during the 3rd quarter. US Bancorp DE now owns 13,996,150 shares of the company’s stock worth $949,381,000 after acquiring an additional 382,008 shares during the period. Bank of America Corp DE boosted its position in iShares MSCI EAFE Value ETF by 8.9% during the 3rd quarter. Bank of America Corp DE now owns 10,581,287 shares of the company’s stock worth $717,729,000 after acquiring an additional 861,825 shares during the period. CWM LLC grew its stake in iShares MSCI EAFE Value ETF by 1.3% during the 3rd quarter. CWM LLC now owns 6,428,350 shares of the company’s stock valued at $436,035,000 after acquiring an additional 82,277 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its holdings in shares of iShares MSCI EAFE Value ETF by 18.0% in the 3rd quarter. Ameriprise Financial Inc. now owns 6,214,149 shares of the company’s stock valued at $421,502,000 after purchasing an additional 948,091 shares during the period.

iShares MSCI EAFE Value ETF Price Performance

Shares of EFV opened at $71.23 on Monday. The business’s 50-day moving average is $75.87 and its 200-day moving average is $71.62. The company has a market capitalization of $29.20 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a fifty-two week low of $51.87 and a fifty-two week high of $80.14.

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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.