HORAN Wealth LLC Buys New Position in iShares MSCI EAFE Value ETF $EFV

HORAN Wealth LLC purchased a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 24,436 shares of the company’s stock, valued at approximately $1,657,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in EFV. Envestnet Asset Management Inc. boosted its holdings in iShares MSCI EAFE Value ETF by 50.0% during the second quarter. Envestnet Asset Management Inc. now owns 70,125,413 shares of the company’s stock worth $4,451,560,000 after purchasing an additional 23,376,524 shares during the last quarter. JPMorgan Chase & Co. lifted its position in iShares MSCI EAFE Value ETF by 28.6% during the 2nd quarter. JPMorgan Chase & Co. now owns 15,814,518 shares of the company’s stock worth $1,003,906,000 after buying an additional 3,518,683 shares in the last quarter. US Bancorp DE boosted its stake in shares of iShares MSCI EAFE Value ETF by 4.1% during the 2nd quarter. US Bancorp DE now owns 13,614,142 shares of the company’s stock worth $864,247,000 after buying an additional 540,216 shares during the last quarter. Bank of America Corp DE grew its holdings in shares of iShares MSCI EAFE Value ETF by 11.5% in the 2nd quarter. Bank of America Corp DE now owns 9,719,462 shares of the company’s stock valued at $616,991,000 after acquiring an additional 999,564 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. grew its holdings in shares of iShares MSCI EAFE Value ETF by 24.2% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 8,959,087 shares of the company’s stock valued at $568,723,000 after acquiring an additional 1,743,904 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

BATS:EFV opened at $77.41 on Thursday. iShares MSCI EAFE Value ETF has a 52-week low of $51.05 and a 52-week high of $66.83. The company has a market cap of $31.74 billion, a P/E ratio of 12.17 and a beta of 0.73. The stock’s 50-day simple moving average is $72.39 and its 200 day simple moving average is $69.16.

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.