Sofi Wealth LLC Has $71.14 Million Stock Holdings in iShares MSCI EAFE Value ETF $EFV

Sofi Wealth LLC decreased its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 12.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 956,754 shares of the company’s stock after selling 131,090 shares during the quarter. iShares MSCI EAFE Value ETF makes up approximately 3.4% of Sofi Wealth LLC’s portfolio, making the stock its 12th largest holding. Sofi Wealth LLC owned 0.23% of iShares MSCI EAFE Value ETF worth $71,135,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Auto Owners Insurance Co increased its stake in shares of iShares MSCI EAFE Value ETF by 8,167.2% in the fourth quarter. Auto Owners Insurance Co now owns 327,629,080 shares of the company’s stock worth $2,339,599,000 after purchasing an additional 323,666,080 shares during the period. US Bancorp DE increased its position in iShares MSCI EAFE Value ETF by 1.5% in the 4th quarter. US Bancorp DE now owns 14,206,660 shares of the company’s stock worth $1,014,522,000 after buying an additional 210,510 shares during the period. Morgan Stanley increased its position in iShares MSCI EAFE Value ETF by 2.0% in the 4th quarter. Morgan Stanley now owns 11,985,894 shares of the company’s stock worth $855,913,000 after buying an additional 231,177 shares during the period. Bank of America Corp DE lifted its holdings in shares of iShares MSCI EAFE Value ETF by 11.5% during the second quarter. Bank of America Corp DE now owns 9,719,462 shares of the company’s stock worth $616,991,000 after buying an additional 999,564 shares during the last quarter. Finally, MML Investors Services LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 68.6% during the second quarter. MML Investors Services LLC now owns 5,691,240 shares of the company’s stock worth $361,280,000 after buying an additional 2,316,220 shares during the last quarter.

iShares MSCI EAFE Value ETF Price Performance

BATS:EFV opened at $78.63 on Friday. The company has a fifty day moving average price of $77.78 and a 200 day moving average price of $76.32. The stock has a market cap of $32.24 billion, a P/E ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a one year low of $62.82 and a one year high of $80.14.

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.