Powerhouse Assets LLC Takes Position in iShares MSCI EAFE Value ETF $EFV

Powerhouse Assets LLC purchased a new stake in iShares MSCI EAFE Value ETF (BATS:EFV) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 18,598 shares of the company’s stock, valued at approximately $1,328,000. iShares MSCI EAFE Value ETF makes up approximately 1.2% of Powerhouse Assets LLC’s portfolio, making the stock its 15th largest holding.

A number of other hedge funds have also bought and sold shares of EFV. Fortitude Family Office LLC acquired a new position in shares of iShares MSCI EAFE Value ETF during the 4th quarter worth approximately $34,000. Fifth Third Wealth Advisors LLC raised its position in shares of iShares MSCI EAFE Value ETF by 641.8% in the fourth quarter. Fifth Third Wealth Advisors LLC now owns 121,516 shares of the company’s stock valued at $8,677,000 after buying an additional 105,134 shares in the last quarter. Brady Martz Wealth Solutions LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 1.5% in the fourth quarter. Brady Martz Wealth Solutions LLC now owns 114,755 shares of the company’s stock valued at $8,195,000 after buying an additional 1,719 shares during the period. Rockland Trust Co. boosted its stake in shares of iShares MSCI EAFE Value ETF by 2.1% in the fourth quarter. Rockland Trust Co. now owns 79,208 shares of the company’s stock valued at $5,656,000 after buying an additional 1,618 shares during the period. Finally, Shum Financial Group Inc. grew its position in iShares MSCI EAFE Value ETF by 3.7% during the fourth quarter. Shum Financial Group Inc. now owns 147,386 shares of the company’s stock worth $10,525,000 after buying an additional 5,326 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

iShares MSCI EAFE Value ETF stock opened at $75.27 on Thursday. The stock’s fifty day moving average price is $75.87 and its two-hundred day moving average price is $71.91. iShares MSCI EAFE Value ETF has a one year low of $51.87 and a one year high of $80.14. The firm has a market cap of $30.86 billion, a PE 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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.