iShares MSCI EAFE Value ETF $EFV Shares Bought by Pinnacle Wealth Planning Services Inc.

Pinnacle Wealth Planning Services Inc. lifted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 4.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 158,205 shares of the company’s stock after purchasing an additional 6,564 shares during the period. iShares MSCI EAFE Value ETF comprises 1.3% of Pinnacle Wealth Planning Services Inc.’s holdings, making the stock its 12th biggest holding. Pinnacle Wealth Planning Services Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $10,043,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in EFV. Tempus Wealth Planning LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 30.5% during the 2nd quarter. Tempus Wealth Planning LLC now owns 32,836 shares of the company’s stock valued at $2,084,000 after buying an additional 7,674 shares during the last quarter. First American Trust FSB increased its holdings in iShares MSCI EAFE Value ETF by 380.1% in the first quarter. First American Trust FSB now owns 509,715 shares of the company’s stock worth $30,043,000 after buying an additional 403,538 shares during the last quarter. Charles Schwab Investment Management Inc. bought a new position in iShares MSCI EAFE Value ETF during the first quarter valued at approximately $14,710,000. AE Wealth Management LLC lifted its stake in iShares MSCI EAFE Value ETF by 1.5% in the second quarter. AE Wealth Management LLC now owns 1,073,175 shares of the company’s stock valued at $68,125,000 after acquiring an additional 15,863 shares during the last quarter. Finally, Avantax Advisory Services Inc. lifted its stake in iShares MSCI EAFE Value ETF by 31.0% in the second quarter. Avantax Advisory Services Inc. now owns 520,069 shares of the company’s stock valued at $33,014,000 after acquiring an additional 123,143 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Up 32.5%

Shares of EFV opened at $69.26 on Tuesday. The company’s fifty day moving average is $68.27 and its 200-day moving average is $65.64. iShares MSCI EAFE Value ETF has a 12 month low of $51.05 and a 12 month high of $66.83. The firm has a market cap of $28.40 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73.

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.