Merkkuri Wealth Advisors LLC Has $2.11 Million Stock Holdings in iShares MSCI EAFE Value ETF $EFV

Merkkuri Wealth Advisors LLC decreased its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 30.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 31,143 shares of the company’s stock after selling 13,363 shares during the period. iShares MSCI EAFE Value ETF makes up 1.5% of Merkkuri Wealth Advisors LLC’s portfolio, making the stock its 19th largest position. Merkkuri Wealth Advisors LLC’s holdings in iShares MSCI EAFE Value ETF were worth $2,112,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Gateway Wealth Partners LLC increased its holdings in iShares MSCI EAFE Value ETF by 68.9% during the 2nd quarter. Gateway Wealth Partners LLC now owns 78,011 shares of the company’s stock worth $4,952,000 after purchasing an additional 31,811 shares in the last quarter. First Horizon Corp acquired a new position in shares of iShares MSCI EAFE Value ETF during the third quarter worth about $1,662,000. Tempus Wealth Planning LLC boosted its position in shares of iShares MSCI EAFE Value ETF by 30.5% during the second quarter. Tempus Wealth Planning LLC now owns 32,836 shares of the company’s stock worth $2,084,000 after buying an additional 7,674 shares during the period. Gilbert Capital Group Inc. bought a new position in shares of iShares MSCI EAFE Value ETF during the second quarter worth about $5,550,000. Finally, Apollon Wealth Management LLC raised its position in iShares MSCI EAFE Value ETF by 52.9% in the 3rd quarter. Apollon Wealth Management LLC now owns 196,067 shares of the company’s stock valued at $13,299,000 after buying an additional 67,824 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Up 40.5%

BATS:EFV opened at $73.45 on Tuesday. iShares MSCI EAFE Value ETF has a twelve month low of $51.05 and a twelve month high of $66.83. The business has a 50 day moving average price of $71.04 and a two-hundred day moving average price of $68.23. The company has a market cap of $30.11 billion, a P/E 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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.