Sax Wealth Advisors LLC Raises Stake in iShares MSCI EAFE Value ETF $EFV

Sax Wealth Advisors LLC lifted its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 227.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 180,907 shares of the company’s stock after purchasing an additional 125,664 shares during the period. iShares MSCI EAFE Value ETF comprises about 0.6% of Sax Wealth Advisors LLC’s investment portfolio, making the stock its 28th largest position. Sax Wealth Advisors LLC’s holdings in iShares MSCI EAFE Value ETF were worth $12,919,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Guerra Advisors Inc purchased a new stake in iShares MSCI EAFE Value ETF in the 3rd quarter valued at about $32,000. Centennial Bank AR bought a new position in iShares MSCI EAFE Value ETF in the 3rd quarter worth about $34,000. Tripletail Wealth Management LLC purchased a new position in shares of iShares MSCI EAFE Value ETF during the third quarter worth approximately $35,000. Atlantic Union Bankshares Corp increased its position in shares of iShares MSCI EAFE Value ETF by 257.8% during the third quarter. Atlantic Union Bankshares Corp now owns 551 shares of the company’s stock worth $37,000 after acquiring an additional 397 shares during the period. Finally, Collier Financial bought a new stake in shares of iShares MSCI EAFE Value ETF during the third quarter valued at approximately $39,000.

iShares MSCI EAFE Value ETF Stock Up 1.3%

Shares of BATS:EFV opened at $73.44 on Thursday. The business’s 50 day moving average is $75.86 and its 200 day moving average is $71.71. The stock has a market cap of $30.11 billion, a P/E ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 52-week low of $51.87 and a 52-week 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.