Theory Financial LLC Lowers Holdings in iShares MSCI EAFE Value ETF $EFV

Theory Financial LLC reduced its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 22.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 58,677 shares of the company’s stock after selling 16,756 shares during the quarter. iShares MSCI EAFE Value ETF comprises approximately 1.4% of Theory Financial LLC’s holdings, making the stock its 23rd largest position. Theory Financial LLC’s holdings in iShares MSCI EAFE Value ETF were worth $4,021,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of EFV. Tritonpoint Wealth LLC boosted 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 worth $379,000 after acquiring an additional 162 shares during the last quarter. Claris Advisors LLC MO boosted its holdings in shares of iShares MSCI EAFE Value ETF by 2.2% during the 2nd quarter. Claris Advisors LLC MO now owns 7,766 shares of the company’s stock valued at $493,000 after purchasing an additional 166 shares during the last quarter. Red Tortoise LLC grew its position in shares of iShares MSCI EAFE Value ETF by 2.2% during the second quarter. Red Tortoise LLC now owns 7,966 shares of the company’s stock valued at $506,000 after purchasing an additional 171 shares in the last quarter. Cooper Financial Group increased its holdings in shares of iShares MSCI EAFE Value ETF by 1.0% in the third quarter. Cooper Financial Group now owns 19,321 shares of the company’s stock worth $1,311,000 after purchasing an additional 182 shares during the last quarter. Finally, Lauterbach Financial Advisors LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 2.5% in the second quarter. Lauterbach Financial Advisors LLC now owns 7,865 shares of the company’s stock worth $499,000 after buying an additional 193 shares in the last quarter.

iShares MSCI EAFE Value ETF Trading Up 40.5%

Shares of iShares MSCI EAFE Value ETF stock opened at $73.45 on Friday. The firm has a market cap of $30.11 billion, a PE ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 12 month low of $51.05 and a 12 month high of $66.83. The stock has a 50 day moving average of $70.97 and a 200 day moving average of $68.13.

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.