Triad Wealth Partners LLC Decreases Stake in iShares MSCI EAFE Value ETF $EFV

Triad Wealth Partners LLC lowered its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 22.3% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 171,308 shares of the company’s stock after selling 49,168 shares during the quarter. iShares MSCI EAFE Value ETF accounts for 1.0% of Triad Wealth Partners LLC’s portfolio, making the stock its 22nd biggest position. Triad Wealth Partners LLC’s holdings in iShares MSCI EAFE Value ETF were worth $12,737,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Quotient Wealth Partners LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 18.4% in the first quarter. Quotient Wealth Partners LLC now owns 10,709 shares of the company’s stock worth $796,000 after buying an additional 1,664 shares during the period. BlueSky Wealth Advisors LLC purchased a new stake in iShares MSCI EAFE Value ETF during the 1st quarter valued at $1,817,000. Founders Financial Securities LLC boosted its position in iShares MSCI EAFE Value ETF by 1.3% during the 1st quarter. Founders Financial Securities LLC now owns 16,558 shares of the company’s stock valued at $1,284,000 after buying an additional 215 shares during the period. Nations Financial Group Inc. IA ADV grew its holdings in iShares MSCI EAFE Value ETF by 2.5% in the 1st quarter. Nations Financial Group Inc. IA ADV now owns 5,364 shares of the company’s stock worth $399,000 after acquiring an additional 131 shares during the last quarter. Finally, J. Derek Lewis & Associates Inc. bought a new stake in iShares MSCI EAFE Value ETF in the 4th quarter worth $1,097,000.

iShares MSCI EAFE Value ETF Stock Performance

EFV stock opened at $76.64 on Friday. The firm’s 50-day moving average price is $77.80 and its two-hundred day moving average price is $75.43. iShares MSCI EAFE Value ETF has a 12-month low of $61.29 and a 12-month high of $80.14. The stock has a market capitalization of $31.42 billion, a price-to-earnings 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.