AE Wealth Management LLC Trims Holdings in iShares MSCI EAFE Value ETF $EFV

AE Wealth Management LLC trimmed its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 3.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,040,572 shares of the company’s stock after selling 32,603 shares during the quarter. AE Wealth Management LLC owned 0.25% of iShares MSCI EAFE Value ETF worth $70,582,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the stock. Gateway Wealth Partners LLC increased its position in shares of iShares MSCI EAFE Value ETF by 68.9% in the second quarter. Gateway Wealth Partners LLC now owns 78,011 shares of the company’s stock worth $4,952,000 after purchasing an additional 31,811 shares during the last quarter. First Horizon Corp purchased a new position in iShares MSCI EAFE Value ETF in the 3rd quarter worth approximately $1,662,000. Fortis Capital Advisors LLC grew its stake in iShares MSCI EAFE Value ETF by 32.6% in the 3rd quarter. Fortis Capital Advisors LLC now owns 40,205 shares of the company’s stock worth $2,727,000 after buying an additional 9,890 shares in the last quarter. Gilbert Capital Group Inc. bought a new position in shares of iShares MSCI EAFE Value ETF in the 2nd quarter worth $5,550,000. Finally, BAM Wealth Management LLC purchased a new stake in shares of iShares MSCI EAFE Value ETF during the 3rd quarter valued at $588,000.

iShares MSCI EAFE Value ETF Stock Performance

BATS EFV opened at $75.00 on Thursday. iShares MSCI EAFE Value ETF has a 52-week low of $51.05 and a 52-week high of $66.83. The company has a fifty day moving average of $71.64 and a 200-day moving average of $68.70. The company has a market capitalization of $30.75 billion, a P/E 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.