iShares MSCI EAFE Value ETF $EFV Stake Boosted by Modern Wealth Management LLC

Modern Wealth Management LLC increased its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 53.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 107,992 shares of the company’s stock after purchasing an additional 37,399 shares during the period. Modern Wealth Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $6,855,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in EFV. IHT Wealth Management LLC increased its position in iShares MSCI EAFE Value ETF by 36.1% in the second quarter. IHT Wealth Management LLC now owns 430,536 shares of the company’s stock worth $27,330,000 after buying an additional 114,196 shares during the period. Gallagher Fiduciary Advisors LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF by 53.4% during the second quarter. Gallagher Fiduciary Advisors LLC now owns 17,388 shares of the company’s stock valued at $1,104,000 after acquiring an additional 6,055 shares during the period. EP Wealth Advisors LLC grew its position in shares of iShares MSCI EAFE Value ETF by 24.6% during the second quarter. EP Wealth Advisors LLC now owns 630,080 shares of the company’s stock worth $39,997,000 after acquiring an additional 124,583 shares during the last quarter. Curi Capital LLC acquired a new stake in shares of iShares MSCI EAFE Value ETF in the 2nd quarter worth about $494,000. Finally, Benjamin Edwards Inc. lifted its position in iShares MSCI EAFE Value ETF by 58.9% in the 2nd quarter. Benjamin Edwards Inc. now owns 41,815 shares of the company’s stock valued at $2,654,000 after purchasing an additional 15,503 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Up 37.5%

iShares MSCI EAFE Value ETF stock opened at $71.83 on Friday. iShares MSCI EAFE Value ETF has a 52-week low of $51.05 and a 52-week high of $66.83. The firm has a market capitalization of $29.45 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. The firm has a 50-day moving average price of $69.15 and a two-hundred day moving average price of $66.61.

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.