Asset Dedication LLC Has $688,000 Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Asset Dedication LLC trimmed its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 2.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 13,111 shares of the company’s stock after selling 354 shares during the quarter. Asset Dedication LLC’s holdings in iShares MSCI EAFE Value ETF were worth $688,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of EFV. Dynamic Advisor Solutions LLC grew its holdings in iShares MSCI EAFE Value ETF by 1.6% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 11,691 shares of the company’s stock worth $673,000 after acquiring an additional 179 shares during the period. Whittier Trust Co. of Nevada Inc. grew its stake in iShares MSCI EAFE Value ETF by 2.2% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 10,153 shares of the company’s stock worth $584,000 after purchasing an additional 215 shares during the period. Warner Financial Inc. lifted its stake in iShares MSCI EAFE Value ETF by 0.6% in the third quarter. Warner Financial Inc. now owns 38,591 shares of the company’s stock valued at $2,220,000 after buying an additional 227 shares during the period. Prosperity Planning Inc. boosted its holdings in shares of iShares MSCI EAFE Value ETF by 2.8% during the 4th quarter. Prosperity Planning Inc. now owns 8,315 shares of the company’s stock worth $436,000 after buying an additional 229 shares in the last quarter. Finally, Avior Wealth Management LLC grew its position in shares of iShares MSCI EAFE Value ETF by 5.0% during the 4th quarter. Avior Wealth Management LLC now owns 4,936 shares of the company’s stock worth $259,000 after buying an additional 236 shares during the period.

iShares MSCI EAFE Value ETF Stock Up 5.0 %

iShares MSCI EAFE Value ETF stock opened at $54.88 on Thursday. iShares MSCI EAFE Value ETF has a 12-month low of $49.15 and a 12-month high of $59.57. The company has a market capitalization of $17.08 billion, a PE ratio of 10.89 and a beta of 0.70. The firm’s fifty day moving average is $53.49 and its 200 day moving average is $54.78.

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.