iShares MSCI EAFE Value ETF (BATS:EFV) is ShoreHaven Wealth Partners LLC’s 9th Largest Position

ShoreHaven Wealth Partners LLC grew its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 55.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 127,725 shares of the company’s stock after buying an additional 45,652 shares during the quarter. iShares MSCI EAFE Value ETF accounts for 3.5% of ShoreHaven Wealth Partners LLC’s investment portfolio, making the stock its 9th largest position. ShoreHaven Wealth Partners LLC’s holdings in iShares MSCI EAFE Value ETF were worth $7,348,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Bay Harbor Wealth Management LLC increased its position in shares of iShares MSCI EAFE Value ETF by 142.0% during the third quarter. Bay Harbor Wealth Management LLC now owns 132,092 shares of the company’s stock worth $7,599,000 after purchasing an additional 77,511 shares in the last quarter. Modera Wealth Management LLC increased its position in shares of iShares MSCI EAFE Value ETF by 1.7% during the third quarter. Modera Wealth Management LLC now owns 1,954,667 shares of the company’s stock worth $112,452,000 after purchasing an additional 32,003 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its position in shares of iShares MSCI EAFE Value ETF by 3.4% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 273,680 shares of the company’s stock worth $15,745,000 after purchasing an additional 8,885 shares in the last quarter. Arkadios Wealth Advisors increased its position in shares of iShares MSCI EAFE Value ETF by 13.3% during the third quarter. Arkadios Wealth Advisors now owns 14,139 shares of the company’s stock worth $813,000 after purchasing an additional 1,661 shares in the last quarter. Finally, Pettinga Financial Advisors LLC increased its position in shares of iShares MSCI EAFE Value ETF by 162.3% during the third quarter. Pettinga Financial Advisors LLC now owns 351,208 shares of the company’s stock worth $20,205,000 after purchasing an additional 217,319 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

Shares of EFV opened at $55.24 on Friday. iShares MSCI EAFE Value ETF has a one year low of $49.15 and a one year high of $59.57. The stock has a market capitalization of $17.19 billion, a price-to-earnings ratio of 10.89 and a beta of 0.70. The stock has a 50 day moving average price of $56.44 and a 200 day moving average price of $55.02.

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.