Holistic Planning LLC Reduces Stock Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Holistic Planning LLC lowered its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 22.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 5,125 shares of the company’s stock after selling 1,447 shares during the quarter. Holistic Planning LLC’s holdings in iShares MSCI EAFE Value ETF were worth $269,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Cedar Mountain Advisors LLC purchased a new stake in iShares MSCI EAFE Value ETF during the fourth quarter valued at approximately $35,000. PSI Advisors LLC grew its position in shares of iShares MSCI EAFE Value ETF by 1,025.3% during the 4th quarter. PSI Advisors LLC now owns 934 shares of the company’s stock valued at $49,000 after acquiring an additional 851 shares during the period. Northwest Investment Counselors LLC bought a new stake in shares of iShares MSCI EAFE Value ETF during the 3rd quarter valued at $60,000. Highline Wealth Partners LLC purchased a new stake in shares of iShares MSCI EAFE Value ETF in the 3rd quarter worth $76,000. Finally, Thurston Springer Miller Herd & Titak Inc. lifted its position in iShares MSCI EAFE Value ETF by 127.5% during the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 1,563 shares of the company’s stock valued at $90,000 after purchasing an additional 876 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Up 5.1 %

Shares of EFV opened at $54.91 on Monday. The business has a 50-day simple moving average of $53.56 and a two-hundred day simple moving average of $54.78. The stock has a market cap of $17.09 billion, a price-to-earnings ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a 52 week low of $49.15 and a 52 week high of $59.57.

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.