Financial Synergies Wealth Advisors Inc. Has $65.65 Million Holdings in iShares MSCI EAFE Value ETF $EFV

Financial Synergies Wealth Advisors Inc. raised its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 1.7% in the 4th quarter, HoldingsChannel reports. The firm owned 919,400 shares of the company’s stock after purchasing an additional 15,290 shares during the quarter. iShares MSCI EAFE Value ETF accounts for approximately 6.3% of Financial Synergies Wealth Advisors Inc.’s portfolio, making the stock its 5th largest position. Financial Synergies Wealth Advisors Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $65,654,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Captrust Financial Advisors increased its stake in shares of iShares MSCI EAFE Value ETF by 13.0% in the 3rd quarter. Captrust Financial Advisors now owns 583,340 shares of the company’s stock valued at $39,568,000 after buying an additional 67,197 shares during the period. Fortis Capital Advisors LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 32.6% in the 3rd quarter. Fortis Capital Advisors LLC now owns 40,205 shares of the company’s stock valued at $2,727,000 after buying an additional 9,890 shares during the period. Central Pacific Bank Trust Division acquired a new stake in shares of iShares MSCI EAFE Value ETF in the 4th quarter valued at $939,000. BAM Wealth Management LLC acquired a new stake in shares of iShares MSCI EAFE Value ETF in the 3rd quarter valued at $588,000. Finally, Chilton Investment Co. Inc. acquired a new stake in shares of iShares MSCI EAFE Value ETF in the 3rd quarter valued at $807,000.

iShares MSCI EAFE Value ETF Stock Performance

BATS EFV opened at $78.75 on Thursday. The stock has a fifty day moving average of $76.00 and a 200-day moving average of $74.12. The stock has a market capitalization of $32.29 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 $61.29 and a 52 week high of $80.14.

About iShares MSCI EAFE Value ETF

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.