Sofi Wealth LLC Has $70.68 Million Holdings in iShares MSCI EAFE Value ETF $EFV

Sofi Wealth LLC lifted its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 6.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,041,979 shares of the company’s stock after acquiring an additional 65,887 shares during the quarter. iShares MSCI EAFE Value ETF makes up approximately 3.8% of Sofi Wealth LLC’s investment portfolio, making the stock its 9th largest position. Sofi Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $70,677,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Brighton Jones LLC bought a new stake in shares of iShares MSCI EAFE Value ETF during the 4th quarter worth approximately $281,000. Revolve Wealth Partners LLC grew its stake in shares of iShares MSCI EAFE Value ETF by 41.3% in the fourth quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock valued at $2,032,000 after buying an additional 11,327 shares in the last quarter. AQR Capital Management LLC increased its holdings in iShares MSCI EAFE Value ETF by 1,205.6% during the first quarter. AQR Capital Management LLC now owns 274,579 shares of the company’s stock worth $16,184,000 after buying an additional 253,548 shares during the last quarter. Hamilton Capital LLC bought a new stake in iShares MSCI EAFE Value ETF during the first quarter worth $197,545,000. Finally, Arete Wealth Advisors LLC raised its position in iShares MSCI EAFE Value ETF by 2.7% during the first quarter. Arete Wealth Advisors LLC now owns 306,220 shares of the company’s stock worth $18,049,000 after acquiring an additional 7,930 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

Shares of EFV opened at $72.16 on Monday. The firm has a 50-day moving average of $70.16 and a 200-day moving average of $67.47. iShares MSCI EAFE Value ETF has a one year low of $51.05 and a one year high of $66.83. The company has a market cap of $29.58 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.