iShares MSCI EAFE Value ETF $EFV is Marks Group Wealth Management Inc’s 3rd Largest Position

Marks Group Wealth Management Inc lifted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 31.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 349,440 shares of the company’s stock after purchasing an additional 84,231 shares during the quarter. iShares MSCI EAFE Value ETF accounts for approximately 2.4% of Marks Group Wealth Management Inc’s portfolio, making the stock its 3rd largest holding. Marks Group Wealth Management Inc’s holdings in iShares MSCI EAFE Value ETF were worth $24,954,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. TIAA Trust National Association lifted its position in shares of iShares MSCI EAFE Value ETF by 1.9% during the 4th quarter. TIAA Trust National Association now owns 2,381,960 shares of the company’s stock valued at $170,096,000 after buying an additional 45,196 shares in the last quarter. Montis Financial LLC grew its position in shares of iShares MSCI EAFE Value ETF by 22.1% in the fourth quarter. Montis Financial LLC now owns 9,303 shares of the company’s stock valued at $664,000 after purchasing an additional 1,682 shares during the period. Franklin Resources Inc. grew its position in shares of iShares MSCI EAFE Value ETF by 1.1% in the fourth quarter. Franklin Resources Inc. now owns 464,024 shares of the company’s stock valued at $33,136,000 after purchasing an additional 5,065 shares during the period. O Shaughnessy Asset Management LLC grew its position in shares of iShares MSCI EAFE Value ETF by 4.5% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 26,223 shares of the company’s stock valued at $1,873,000 after purchasing an additional 1,130 shares during the period. Finally, Landing Point Financial Group LLC increased its position in shares of iShares MSCI EAFE Value ETF by 7.4% during the fourth quarter. Landing Point Financial Group LLC now owns 91,979 shares of the company’s stock worth $6,568,000 after purchasing an additional 6,312 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

Shares of EFV stock opened at $77.17 on Tuesday. The firm has a market capitalization of $31.64 billion, a P/E ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a fifty-two week low of $61.29 and a fifty-two week high of $80.14. The stock’s fifty day moving average is $77.32 and its two-hundred day moving average is $74.96.

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.