Perigon Wealth Management LLC Has $24.84 Million Stake in iShares MSCI EAFE Value ETF $EFV

Perigon Wealth Management LLC reduced its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 4.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 347,857 shares of the company’s stock after selling 16,901 shares during the quarter. Perigon Wealth Management LLC owned approximately 0.08% of iShares MSCI EAFE Value ETF worth $24,840,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of the company. Guerra Advisors Inc acquired a new position in iShares MSCI EAFE Value ETF in the third quarter valued at $32,000. Centennial Bank AR bought a new stake in iShares MSCI EAFE Value ETF during the third quarter valued at $34,000. Fortitude Family Office LLC acquired a new stake in iShares MSCI EAFE Value ETF during the 4th quarter worth about $34,000. Tripletail Wealth Management LLC acquired a new stake in iShares MSCI EAFE Value ETF during the 3rd quarter worth about $35,000. Finally, Atlantic Union Bankshares Corp raised its position in shares of iShares MSCI EAFE Value ETF by 257.8% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 551 shares of the company’s stock worth $37,000 after acquiring an additional 397 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

Shares of BATS:EFV opened at $75.01 on Friday. The company has a market capitalization of $30.75 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. The business’s 50-day moving average is $75.90 and its 200-day moving average is $71.93. iShares MSCI EAFE Value ETF has a 1 year low of $51.87 and a 1 year 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.