Waldron Private Wealth LLC Purchases New Position in iShares MSCI EAFE Min Vol Factor ETF $EFAV

Waldron Private Wealth LLC acquired a new position in shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 13,521 shares of the company’s stock, valued at approximately $1,232,000.

A number of other institutional investors have also added to or reduced their stakes in the stock. Kestra Advisory Services LLC boosted its position in iShares MSCI EAFE Min Vol Factor ETF by 18.3% in the third quarter. Kestra Advisory Services LLC now owns 227,887 shares of the company’s stock valued at $20,765,000 after buying an additional 35,296 shares in the last quarter. Commonwealth Equity Services LLC acquired a new position in shares of iShares MSCI EAFE Min Vol Factor ETF during the third quarter worth $26,802,000. Basso Capital Management L.P. bought a new position in shares of iShares MSCI EAFE Min Vol Factor ETF in the 3rd quarter valued at $241,000. Richardson Financial Services Inc. lifted its stake in shares of iShares MSCI EAFE Min Vol Factor ETF by 6.9% in the 3rd quarter. Richardson Financial Services Inc. now owns 4,676 shares of the company’s stock valued at $426,000 after acquiring an additional 300 shares during the last quarter. Finally, Rakuten Investment Management Inc. lifted its stake in shares of iShares MSCI EAFE Min Vol Factor ETF by 20.0% in the 3rd quarter. Rakuten Investment Management Inc. now owns 39,871 shares of the company’s stock valued at $3,649,000 after acquiring an additional 6,651 shares during the last quarter.

iShares MSCI EAFE Min Vol Factor ETF Price Performance

Shares of BATS EFAV traded down $1.26 during mid-day trading on Friday, hitting $95.13. 699,557 shares of the stock traded hands, compared to its average volume of 538,324. iShares MSCI EAFE Min Vol Factor ETF has a twelve month low of $83.85 and a twelve month high of $98.07. The company has a market cap of $6.21 billion, a PE ratio of 16.91 and a beta of 0.57. The firm has a 50 day simple moving average of $93.76 and a two-hundred day simple moving average of $91.85.

iShares MSCI EAFE Min Vol Factor ETF Company Profile

The iShares MSCI EAFE Min Vol Factor ETF (EFAV) is an exchange-traded fund that is based on the MSCI EAFE Minimum Volatility (USD) index. The fund tracks an index of developed-market equities, ex-US and Canada, selected and weighted to create a low volatility portfolio subject to constraints including sector exposure. EFAV was launched on Oct 18, 2011 and is managed by BlackRock.