Envestnet Portfolio Solutions Inc. Has $530.04 Million Stock Position in iShares MSCI EAFE Value ETF $EFV

Envestnet Portfolio Solutions Inc. lowered its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 12.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,814,251 shares of the company’s stock after selling 1,144,836 shares during the quarter. iShares MSCI EAFE Value ETF accounts for about 2.0% of Envestnet Portfolio Solutions Inc.’s holdings, making the stock its 12th largest position. Envestnet Portfolio Solutions Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $530,041,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Crewe Advisors LLC bought a new position in iShares MSCI EAFE Value ETF in the second quarter worth $29,000. Pandora Wealth Inc. bought a new stake in iShares MSCI EAFE Value ETF in the 2nd quarter valued at $30,000. Tripletail Wealth Management LLC acquired a new position in shares of iShares MSCI EAFE Value ETF in the 3rd quarter valued at $35,000. Bangor Savings Bank lifted its holdings in shares of iShares MSCI EAFE Value ETF by 4,843.8% during the 3rd quarter. Bangor Savings Bank now owns 791 shares of the company’s stock worth $54,000 after acquiring an additional 775 shares during the period. Finally, Rice Partnership LLC bought a new position in shares of iShares MSCI EAFE Value ETF during the 2nd quarter worth about $59,000.

iShares MSCI EAFE Value ETF Stock Up 40.7%

BATS EFV opened at $73.56 on Friday. 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 market cap of $30.16 billion, a P/E ratio of 12.17 and a beta of 0.73. The company’s 50-day simple moving average is $71.19 and its 200 day simple moving average is $68.36.

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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.