Wealth Alliance LLC Has $19.94 Million Position in iShares MSCI EAFE Value ETF $EFV

Wealth Alliance LLC lowered its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 14.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 293,995 shares of the company’s stock after selling 49,955 shares during the quarter. iShares MSCI EAFE Value ETF makes up 2.1% of Wealth Alliance LLC’s portfolio, making the stock its 9th biggest holding. Wealth Alliance LLC owned approximately 0.07% of iShares MSCI EAFE Value ETF worth $19,942,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Brighton Jones LLC purchased a new stake in iShares MSCI EAFE Value ETF during the 4th quarter valued at approximately $281,000. Revolve Wealth Partners LLC boosted its position in shares of iShares MSCI EAFE Value ETF by 41.3% during the fourth quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock worth $2,032,000 after acquiring an additional 11,327 shares during the last quarter. International Assets Investment Management LLC grew its stake in iShares MSCI EAFE Value ETF by 39.5% during the second quarter. International Assets Investment Management LLC now owns 5,039 shares of the company’s stock valued at $320,000 after acquiring an additional 1,426 shares in the last quarter. Whittier Trust Co. grew its stake in iShares MSCI EAFE Value ETF by 1.0% during the second quarter. Whittier Trust Co. now owns 48,208 shares of the company’s stock valued at $3,060,000 after acquiring an additional 481 shares in the last quarter. Finally, Rehmann Capital Advisory Group increased its holdings in iShares MSCI EAFE Value ETF by 42.0% in the 2nd quarter. Rehmann Capital Advisory Group now owns 5,986 shares of the company’s stock valued at $380,000 after acquiring an additional 1,771 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Down 0.3%

Shares of EFV stock opened at $78.43 on Friday. The company’s fifty day simple moving average is $74.09 and its two-hundred day simple moving average is $70.20. iShares MSCI EAFE Value ETF has a 52 week low of $51.87 and a 52 week high of $79.68. The stock has a market cap of $32.16 billion, a P/E ratio of 12.17 and a beta of 0.73.

iShares MSCI EAFE Value ETF 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.