iShares MSCI EAFE Value ETF $EFV is Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s 9th Largest Position

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 2.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,871,231 shares of the company’s stock after buying an additional 52,405 shares during the quarter. iShares MSCI EAFE Value ETF accounts for 2.5% of Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s portfolio, making the stock its 9th biggest holding. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned 0.46% of iShares MSCI EAFE Value ETF worth $126,926,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of EFV. Guerra Advisors Inc purchased a new stake in shares of iShares MSCI EAFE Value ETF during the 3rd quarter worth $32,000. Centennial Bank AR acquired a new stake in shares of iShares MSCI EAFE Value ETF in the third quarter valued at about $34,000. Tripletail Wealth Management LLC purchased a new stake in iShares MSCI EAFE Value ETF during the third quarter worth about $35,000. Atlantic Union Bankshares Corp grew its position in iShares MSCI EAFE Value ETF by 257.8% during the third quarter. Atlantic Union Bankshares Corp now owns 551 shares of the company’s stock worth $37,000 after buying an additional 397 shares during the period. Finally, Collier Financial acquired a new position in iShares MSCI EAFE Value ETF during the third quarter worth about $39,000.

iShares MSCI EAFE Value ETF Trading Up 0.7%

Shares of iShares MSCI EAFE Value ETF stock opened at $79.13 on Friday. The company has a 50-day moving average of $74.24 and a two-hundred day moving average of $70.31. iShares MSCI EAFE Value ETF has a 12-month low of $51.87 and a 12-month high of $79.68. The stock has a market cap of $32.44 billion, a PE 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.