iShares MSCI EAFE Value ETF $EFV Shares Acquired by WCG Wealth Advisors LLC

WCG Wealth Advisors LLC boosted its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 31.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 139,208 shares of the company’s stock after purchasing an additional 32,970 shares during the period. WCG Wealth Advisors LLC’s holdings in iShares MSCI EAFE Value ETF were worth $9,942,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. 25 LLC increased its holdings in iShares MSCI EAFE Value ETF by 1.2% in the 4th quarter. 25 LLC now owns 12,056 shares of the company’s stock valued at $861,000 after purchasing an additional 146 shares in the last quarter. Breakwater Capital Group lifted its position in shares of iShares MSCI EAFE Value ETF by 0.5% during the third quarter. Breakwater Capital Group now owns 28,868 shares of the company’s stock worth $1,958,000 after purchasing an additional 150 shares during the last quarter. Well Done LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 2.3% during the fourth quarter. Well Done LLC now owns 6,605 shares of the company’s stock worth $472,000 after purchasing an additional 150 shares during the last quarter. Parallel Advisors LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 4.0% during the third quarter. Parallel Advisors LLC now owns 4,239 shares of the company’s stock worth $288,000 after purchasing an additional 164 shares during the last quarter. Finally, Spinnaker Investment Group LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 2.7% during the fourth quarter. Spinnaker Investment Group LLC now owns 6,575 shares of the company’s stock worth $470,000 after purchasing an additional 172 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

Shares of EFV stock opened at $77.93 on Thursday. The company’s 50-day simple moving average is $77.04 and its 200-day simple moving average is $74.78. iShares MSCI EAFE Value ETF has a one year low of $61.29 and a one year high of $80.14. The stock has a market capitalization of $31.95 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73.

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.