Lifelong Wealth Advisors Inc. Sells 27,126 Shares of iShares MSCI EAFE Value ETF $EFV

Lifelong Wealth Advisors Inc. trimmed its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 23.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 88,958 shares of the company’s stock after selling 27,126 shares during the quarter. iShares MSCI EAFE Value ETF comprises about 1.7% of Lifelong Wealth Advisors Inc.’s investment portfolio, making the stock its 13th largest holding. Lifelong Wealth Advisors Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $6,352,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of EFV. Guerra Advisors Inc acquired a new position in shares of iShares MSCI EAFE Value ETF during the 3rd quarter worth approximately $32,000. Centennial Bank AR acquired a new stake in shares of iShares MSCI EAFE Value ETF in the third quarter valued at approximately $34,000. Tripletail Wealth Management LLC bought a new stake in shares of iShares MSCI EAFE Value ETF in the third quarter valued at approximately $35,000. Atlantic Union Bankshares Corp boosted its stake in shares of iShares MSCI EAFE Value ETF by 257.8% in the third quarter. Atlantic Union Bankshares Corp now owns 551 shares of the company’s stock valued at $37,000 after buying an additional 397 shares during the period. Finally, Collier Financial acquired a new stake in iShares MSCI EAFE Value ETF during the third quarter worth approximately $39,000.

iShares MSCI EAFE Value ETF Price Performance

iShares MSCI EAFE Value ETF stock opened at $72.47 on Wednesday. The stock’s fifty day moving average price is $75.86 and its two-hundred day moving average price is $71.70. The firm has a market cap of $29.71 billion, a PE ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a one year low of $51.87 and a one year high of $80.14.

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.