iShares MSCI EAFE Value ETF $EFV is Ball & Co Wealth Management Inc.’s 4th Largest Position

Ball & Co Wealth Management Inc. boosted its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 399.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 146,628 shares of the company’s stock after acquiring an additional 117,241 shares during the quarter. iShares MSCI EAFE Value ETF accounts for about 6.7% of Ball & Co Wealth Management Inc.’s investment portfolio, making the stock its 4th largest holding. Ball & Co Wealth Management Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $10,470,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently bought and sold shares of the stock. Gilliland Jeter Wealth Management LLC boosted its position in iShares MSCI EAFE Value ETF by 13.5% during the 4th quarter. Gilliland Jeter Wealth Management LLC now owns 6,856 shares of the company’s stock valued at $490,000 after buying an additional 813 shares during the period. Northland Securities Inc. purchased a new stake in iShares MSCI EAFE Value ETF during the 4th quarter valued at $889,000. Halbert Hargrove Global Advisors LLC purchased a new stake in iShares MSCI EAFE Value ETF during the 4th quarter valued at $44,000. Clear Creek Financial Management LLC boosted its position in iShares MSCI EAFE Value ETF by 0.9% during the 4th quarter. Clear Creek Financial Management LLC now owns 37,374 shares of the company’s stock valued at $2,669,000 after buying an additional 325 shares during the period. Finally, Gilbert Capital Group Inc. purchased a new stake in iShares MSCI EAFE Value ETF during the 4th quarter valued at $5,514,000.

iShares MSCI EAFE Value ETF Stock Up 0.5%

Shares of EFV opened at $78.15 on Tuesday. The stock has a market capitalization of $32.04 billion, a P/E ratio of 12.17 and a beta of 0.73. The firm has a fifty day simple moving average of $76.11 and a two-hundred day simple moving average of $72.45. iShares MSCI EAFE Value ETF has a twelve month low of $56.77 and a twelve month high of $80.14.

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.