Synergy Investment Management LLC Decreases Position in iShares MSCI EAFE Value ETF $EFV

Synergy Investment Management LLC decreased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 33.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 57,690 shares of the company’s stock after selling 29,514 shares during the quarter. iShares MSCI EAFE Value ETF accounts for 1.5% of Synergy Investment Management LLC’s portfolio, making the stock its 20th largest position. Synergy Investment Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $3,913,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Gateway Wealth Partners LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 68.9% in the 2nd quarter. Gateway Wealth Partners LLC now owns 78,011 shares of the company’s stock worth $4,952,000 after buying an additional 31,811 shares during the last quarter. First Horizon Corp bought a new position in iShares MSCI EAFE Value ETF in the third quarter valued at about $1,662,000. Fortis Capital Advisors LLC boosted its position in iShares MSCI EAFE Value ETF by 32.6% in the third quarter. Fortis Capital Advisors LLC now owns 40,205 shares of the company’s stock worth $2,727,000 after purchasing an additional 9,890 shares during the last quarter. Gilbert Capital Group Inc. bought a new stake in shares of iShares MSCI EAFE Value ETF during the 2nd quarter valued at about $5,550,000. Finally, BAM Wealth Management LLC purchased a new stake in shares of iShares MSCI EAFE Value ETF during the 3rd quarter valued at about $588,000.

iShares MSCI EAFE Value ETF Trading Down 0.0%

Shares of BATS EFV opened at $78.65 on Thursday. iShares MSCI EAFE Value ETF has a 12-month low of $51.87 and a 12-month high of $79.68. The firm has a market capitalization of $32.25 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. The firm has a 50 day moving average of $73.96 and a 200 day moving average of $70.14.

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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.