Concord Wealth Partners Has $61,000 Stock Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Concord Wealth Partners trimmed its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 15.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,170 shares of the company’s stock after selling 220 shares during the period. Concord Wealth Partners’ holdings in iShares MSCI EAFE Value ETF were worth $61,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in EFV. JPMorgan Chase & Co. increased its stake in shares of iShares MSCI EAFE Value ETF by 174.0% during the third quarter. JPMorgan Chase & Co. now owns 11,139,913 shares of the company’s stock worth $545,079,000 after purchasing an additional 26,191,458 shares during the period. Envestnet Portfolio Solutions Inc. bought a new position in shares of iShares MSCI EAFE Value ETF during the third quarter worth approximately $465,950,000. Envestnet Asset Management Inc. increased its stake in shares of iShares MSCI EAFE Value ETF by 20.6% during the third quarter. Envestnet Asset Management Inc. now owns 55,715,653 shares of the company’s stock worth $2,726,167,000 after purchasing an additional 9,519,411 shares during the period. LPL Financial LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 31.8% during the third quarter. LPL Financial LLC now owns 12,901,876 shares of the company’s stock worth $631,289,000 after purchasing an additional 3,114,614 shares during the period. Finally, Morgan Stanley increased its stake in shares of iShares MSCI EAFE Value ETF by 17.6% during the third quarter. Morgan Stanley now owns 10,995,460 shares of the company’s stock worth $538,008,000 after purchasing an additional 1,649,271 shares during the period.

iShares MSCI EAFE Value ETF Trading Up 1.5 %

Shares of BATS EFV opened at $54.20 on Friday. The business’s 50 day moving average is $53.47 and its 200-day moving average is $51.52. iShares MSCI EAFE Value ETF has a 1-year low of $49.15 and a 1-year high of $59.57. The firm has a market cap of $16.87 billion, a P/E ratio of 10.54 and a beta of 0.70.

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.