Aspiriant LLC Has $77.90 Million Stake in iShares MSCI EAFE Value ETF $EFV

Aspiriant LLC trimmed its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 2.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,090,928 shares of the company’s stock after selling 26,415 shares during the quarter. iShares MSCI EAFE Value ETF comprises about 2.2% of Aspiriant LLC’s portfolio, making the stock its 9th biggest position. Aspiriant LLC owned approximately 0.27% of iShares MSCI EAFE Value ETF worth $77,903,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. ASL Financial LLC acquired a new position in iShares MSCI EAFE Value ETF in the fourth quarter valued at approximately $1,030,000. Dorato Capital Management acquired a new stake in shares of iShares MSCI EAFE Value ETF during the 4th quarter worth approximately $58,000. Trust Co. of Vermont boosted its position in shares of iShares MSCI EAFE Value ETF by 97.1% during the 4th quarter. Trust Co. of Vermont now owns 944 shares of the company’s stock worth $67,000 after purchasing an additional 465 shares in the last quarter. SWP Financial LLC grew its position in iShares MSCI EAFE Value ETF by 7.7% in the 4th quarter. SWP Financial LLC now owns 21,822 shares of the company’s stock valued at $1,558,000 after purchasing an additional 1,552 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in iShares MSCI EAFE Value ETF by 3.1% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,928,740 shares of the company’s stock valued at $137,731,000 after purchasing an additional 57,509 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

EFV opened at $75.01 on Friday. The company’s fifty day moving average price is $75.92 and its two-hundred day moving average price is $71.98. iShares MSCI EAFE Value ETF has a 1-year low of $51.87 and a 1-year high of $80.14. The company has a market cap of $30.75 billion, a price-to-earnings 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.