Elevate Wealth Advisory Inc. Has $4.39 Million Stock Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Elevate Wealth Advisory Inc. boosted its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 1.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 83,587 shares of the company’s stock after purchasing an additional 959 shares during the period. iShares MSCI EAFE Value ETF comprises 3.3% of Elevate Wealth Advisory Inc.’s portfolio, making the stock its 9th biggest holding. Elevate Wealth Advisory Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $4,386,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Prospera Financial Services Inc increased its holdings in shares of iShares MSCI EAFE Value ETF by 133.7% during the third quarter. Prospera Financial Services Inc now owns 91,302 shares of the company’s stock worth $5,253,000 after buying an additional 52,238 shares in the last quarter. SouthState Corp grew its position in iShares MSCI EAFE Value ETF by 1.7% during the 3rd quarter. SouthState Corp now owns 24,706 shares of the company’s stock worth $1,421,000 after acquiring an additional 410 shares during the last quarter. First Horizon Advisors Inc. increased its holdings in iShares MSCI EAFE Value ETF by 103.0% during the 3rd quarter. First Horizon Advisors Inc. now owns 182,434 shares of the company’s stock valued at $10,495,000 after purchasing an additional 92,545 shares in the last quarter. LPL Financial LLC raised its position in iShares MSCI EAFE Value ETF by 91.4% in the 3rd quarter. LPL Financial LLC now owns 12,773,389 shares of the company’s stock valued at $734,853,000 after purchasing an additional 6,101,266 shares during the last quarter. Finally, Concorde Asset Management LLC boosted its stake in iShares MSCI EAFE Value ETF by 14.6% in the third quarter. Concorde Asset Management LLC now owns 28,832 shares of the company’s stock worth $1,659,000 after purchasing an additional 3,674 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

Shares of BATS:EFV opened at $60.70 on Thursday. The business has a fifty day moving average of $56.31 and a 200-day moving average of $55.47. iShares MSCI EAFE Value ETF has a twelve month low of $51.05 and a twelve month high of $60.86. The firm has a market cap of $21.00 billion, a PE ratio of 13.02 and a beta of 0.82.

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.