Cassilly Financial Group LLC Invests $1.84 Million in iShares MSCI EAFE Value ETF $EFV

Cassilly Financial Group LLC acquired a new position in iShares MSCI EAFE Value ETF (BATS:EFV) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 25,696 shares of the company’s stock, valued at approximately $1,835,000. iShares MSCI EAFE Value ETF makes up about 1.6% of Cassilly Financial Group LLC’s investment portfolio, making the stock its 20th biggest position.

Several other large investors have also added to or reduced their stakes in EFV. Breakwater Capital Group increased its stake in iShares MSCI EAFE Value ETF by 0.5% in the 3rd quarter. Breakwater Capital Group now owns 28,868 shares of the company’s stock valued at $1,958,000 after buying an additional 150 shares during the last quarter. Well Done LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 2.3% during the 4th quarter. Well Done LLC now owns 6,605 shares of the company’s stock worth $472,000 after buying an additional 150 shares during the last quarter. Bryn Mawr Trust Advisors LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 1.8% during the 3rd quarter. Bryn Mawr Trust Advisors LLC now owns 8,885 shares of the company’s stock worth $603,000 after buying an additional 153 shares during the last quarter. Parallel Advisors LLC grew its holdings in shares of iShares MSCI EAFE Value ETF by 4.0% in the 3rd quarter. Parallel Advisors LLC now owns 4,239 shares of the company’s stock valued at $288,000 after acquiring an additional 164 shares in the last quarter. Finally, Spinnaker Investment Group LLC grew its holdings in shares of iShares MSCI EAFE Value ETF by 2.7% in the 4th quarter. Spinnaker Investment Group LLC now owns 6,575 shares of the company’s stock valued at $470,000 after acquiring an additional 172 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

BATS:EFV opened at $72.36 on Tuesday. 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 $29.67 billion, a P/E ratio of 12.17 and a beta of 0.73. The stock’s 50-day simple moving average is $75.79 and its 200 day simple moving average is $71.84.

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.