Triad Wealth Partners LLC Has $15.47 Million Holdings in iShares MSCI EAFE Value ETF $EFV

Triad Wealth Partners LLC lifted its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 69.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 243,645 shares of the company’s stock after acquiring an additional 99,588 shares during the quarter. iShares MSCI EAFE Value ETF makes up 3.1% of Triad Wealth Partners LLC’s holdings, making the stock its 6th biggest holding. Triad Wealth Partners LLC owned about 0.06% of iShares MSCI EAFE Value ETF worth $15,467,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in the stock. Tritonpoint Wealth LLC raised its position in shares of iShares MSCI EAFE Value ETF by 2.8% during the second quarter. Tritonpoint Wealth LLC now owns 5,965 shares of the company’s stock worth $379,000 after acquiring an additional 162 shares during the last quarter. Claris Advisors LLC MO raised its position in shares of iShares MSCI EAFE Value ETF by 2.2% during the second quarter. Claris Advisors LLC MO now owns 7,766 shares of the company’s stock worth $493,000 after acquiring an additional 166 shares during the last quarter. Discipline Wealth Solutions LLC increased its holdings in iShares MSCI EAFE Value ETF by 1.6% in the first 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 increased its holdings in iShares MSCI EAFE Value ETF by 2.0% in the first quarter. Lion Street Advisors LLC now owns 9,081 shares of the company’s stock worth $535,000 after purchasing an additional 175 shares in the last quarter. Finally, Lord & Richards Wealth Management LLC increased its holdings in iShares MSCI EAFE Value ETF by 2.4% in the first quarter. Lord & Richards Wealth Management LLC now owns 7,749 shares of the company’s stock worth $457,000 after purchasing an additional 178 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

Shares of EFV stock opened at $68.06 on Friday. The company has a market cap of $27.90 billion, a P/E ratio of 12.17 and a beta of 0.73. 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 has a fifty-two week low of $51.05 and a fifty-two week high of $66.83.

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.