Exencial Wealth Advisors LLC Decreases Stock Holdings in iShares MSCI EAFE Value ETF $EFV

Exencial Wealth Advisors LLC trimmed its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 1.1% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 379,082 shares of the company’s stock after selling 4,402 shares during the quarter. iShares MSCI EAFE Value ETF accounts for about 0.8% of Exencial Wealth Advisors LLC’s holdings, making the stock its 29th largest position. Exencial Wealth Advisors LLC owned about 0.09% of iShares MSCI EAFE Value ETF worth $24,064,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Tritonpoint Wealth LLC increased 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 valued at $379,000 after acquiring an additional 162 shares during the last quarter. Claris Advisors LLC MO increased its position in iShares MSCI EAFE Value ETF by 2.2% in the second quarter. Claris Advisors LLC MO now owns 7,766 shares of the company’s stock worth $493,000 after buying an additional 166 shares during the last quarter. Red Tortoise LLC increased its position in iShares MSCI EAFE Value ETF by 2.2% in the second quarter. Red Tortoise LLC now owns 7,966 shares of the company’s stock worth $506,000 after buying an additional 171 shares during the last quarter. Discipline Wealth Solutions LLC increased its position 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 buying an additional 174 shares during the last quarter. Finally, Lord & Richards Wealth Management LLC increased its position 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 buying an additional 178 shares during the last quarter.

iShares MSCI EAFE Value ETF Price Performance

BATS:EFV opened at $68.07 on Wednesday. The business has a fifty day simple moving average of $67.54 and a two-hundred day simple moving average of $63.97. iShares MSCI EAFE Value ETF has a 1 year low of $51.05 and a 1 year high of $66.83. The company has a market capitalization of $27.91 billion, a P/E ratio of 12.17 and a beta of 0.73.

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.