AE Wealth Management LLC Has $75.03 Million Stake in iShares MSCI EAFE Value ETF $EFV

AE Wealth Management LLC lifted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 1.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,050,739 shares of the company’s stock after purchasing an additional 10,167 shares during the quarter. AE Wealth Management LLC owned 0.26% of iShares MSCI EAFE Value ETF worth $75,033,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Whittier Trust Co. grew its holdings in iShares MSCI EAFE Value ETF by 0.5% during the fourth quarter. Whittier Trust Co. now owns 48,893 shares of the company’s stock worth $3,540,000 after buying an additional 235 shares in the last quarter. J.M. Arbour LLC bought a new stake in iShares MSCI EAFE Value ETF during the fourth quarter worth $2,282,000. West Wealth Group LLC grew its holdings in iShares MSCI EAFE Value ETF by 6.8% during the fourth quarter. West Wealth Group LLC now owns 457,719 shares of the company’s stock worth $32,686,000 after buying an additional 29,243 shares in the last quarter. Key Capital Management INC bought a new stake in iShares MSCI EAFE Value ETF during the fourth quarter worth $2,546,000. Finally, Nations Financial Group Inc. IA ADV grew its holdings in iShares MSCI EAFE Value ETF by 4.4% during the fourth quarter. Nations Financial Group Inc. IA ADV now owns 5,233 shares of the company’s stock worth $374,000 after buying an additional 220 shares in the last quarter.

iShares MSCI EAFE Value ETF Trading Down 0.2%

Shares of iShares MSCI EAFE Value ETF stock opened at $78.08 on Friday. The stock has a fifty day simple moving average of $76.20 and a 200 day simple moving average of $72.60. iShares MSCI EAFE Value ETF has a 12-month low of $57.93 and a 12-month high of $80.14. The company has a market capitalization of $32.01 billion, a P/E ratio of 12.17 and a beta of 0.73.

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.