Empirical Financial Services LLC d.b.a. Empirical Wealth Management Increases Stock Holdings in iShares MSCI EAFE Value ETF $EFV

Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 6.1% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 1,818,826 shares of the company’s stock after acquiring an additional 104,864 shares during the period. iShares MSCI EAFE Value ETF accounts for approximately 2.6% of Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s portfolio, making the stock its 8th largest holding. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned approximately 0.44% of iShares MSCI EAFE Value ETF worth $115,459,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in EFV. Signature Resources Capital Management LLC raised its stake in iShares MSCI EAFE Value ETF by 312.7% in the 1st quarter. Signature Resources Capital Management LLC now owns 421 shares of the company’s stock valued at $25,000 after acquiring an additional 319 shares during the period. Atwood & Palmer Inc. bought a new stake in iShares MSCI EAFE Value ETF in the 2nd quarter valued at about $25,000. IMG Wealth Management Inc. bought a new stake in iShares MSCI EAFE Value ETF in the 1st quarter valued at about $27,000. Trust Co. of Vermont raised its stake in 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, Breakwater Investment Management bought a new stake in iShares MSCI EAFE Value ETF in the 1st quarter valued at about $31,000.

iShares MSCI EAFE Value ETF Stock Up 30.2%

EFV stock opened at $68.06 on Friday. The firm has a market capitalization of $27.90 billion, a PE ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a twelve month low of $51.05 and a twelve month high of $66.83. The stock has a 50-day simple moving average of $66.68 and a two-hundred day simple moving average of $63.21.

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.