Modern Wealth Management LLC Grows Stock Position in iShares MSCI EAFE Value ETF $EFV

Modern Wealth Management LLC grew its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 7.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 70,593 shares of the company’s stock after acquiring an additional 4,888 shares during the quarter. Modern Wealth Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $4,161,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of the stock. Discipline Wealth Solutions LLC boosted its stake in iShares MSCI EAFE Value ETF by 1.6% in the 1st quarter. Discipline Wealth Solutions LLC now owns 11,326 shares of the company’s stock worth $668,000 after purchasing an additional 174 shares in the last quarter. Lion Street Advisors LLC lifted its stake in shares of iShares MSCI EAFE Value ETF by 2.0% during the first quarter. Lion Street Advisors LLC now owns 9,081 shares of the company’s stock worth $535,000 after buying an additional 175 shares during the period. Lord & Richards Wealth Management LLC grew its holdings in shares of iShares MSCI EAFE Value ETF by 2.4% during the first quarter. Lord & Richards Wealth Management LLC now owns 7,749 shares of the company’s stock valued at $457,000 after buying an additional 178 shares during the last quarter. Trust Co. of Vermont increased its position in shares of iShares MSCI EAFE Value ETF by 59.7% in the 1st quarter. Trust Co. of Vermont now owns 479 shares of the company’s stock valued at $28,000 after acquiring an additional 179 shares during the period. Finally, Foster Group Inc. raised its stake in iShares MSCI EAFE Value ETF by 1.7% in the 1st quarter. Foster Group Inc. now owns 11,715 shares of the company’s stock worth $690,000 after acquiring an additional 195 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

Shares of EFV opened at $67.83 on Friday. The stock has a 50-day moving average of $65.62 and a two-hundred day moving average of $62.30. The stock has a market cap of $27.81 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 $51.05 and a one year high of $66.83.

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.