Simplicity Wealth LLC Has $11.40 Million Stock Position in iShares MSCI EAFE Value ETF $EFV

Simplicity Wealth LLC lifted its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 8.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 159,611 shares of the company’s stock after acquiring an additional 12,866 shares during the period. iShares MSCI EAFE Value ETF makes up 0.7% of Simplicity Wealth LLC’s portfolio, making the stock its 24th largest holding. Simplicity Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $11,398,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC acquired a new stake in iShares MSCI EAFE Value ETF during the fourth quarter worth $281,000. Revolve Wealth Partners LLC boosted its stake in iShares MSCI EAFE Value ETF by 41.3% during the fourth quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock worth $2,032,000 after buying an additional 11,327 shares in the last quarter. Squarepoint Ops LLC boosted its stake in iShares MSCI EAFE Value ETF by 20.4% during the second quarter. Squarepoint Ops LLC now owns 19,814 shares of the company’s stock worth $1,258,000 after buying an additional 3,354 shares in the last quarter. Peapack Gladstone Financial Corp boosted its stake in iShares MSCI EAFE Value ETF by 32.5% during the second quarter. Peapack Gladstone Financial Corp now owns 8,959 shares of the company’s stock worth $569,000 after buying an additional 2,200 shares in the last quarter. Finally, Alliancebernstein L.P. boosted its stake in iShares MSCI EAFE Value ETF by 0.6% during the second quarter. Alliancebernstein L.P. now owns 5,094,815 shares of the company’s stock worth $323,419,000 after buying an additional 31,570 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

EFV opened at $76.60 on Wednesday. iShares MSCI EAFE Value ETF has a fifty-two week low of $60.44 and a fifty-two week high of $80.14. The firm’s fifty day moving average price is $75.95 and its two-hundred day moving average price is $73.18. The company has a market capitalization of $31.41 billion, a P/E ratio of 12.17 and a beta of 0.73.

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.