Lifelong Wealth Advisors Inc. Trims Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Lifelong Wealth Advisors Inc. reduced its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 14.9% during the 1st quarter, HoldingsChannel reports. The fund owned 66,689 shares of the company’s stock after selling 11,650 shares during the period. iShares MSCI EAFE Value ETF accounts for about 1.8% of Lifelong Wealth Advisors Inc.’s holdings, making the stock its 10th largest position. Lifelong Wealth Advisors Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $3,931,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the stock. Envestnet Asset Management Inc. increased its stake in iShares MSCI EAFE Value ETF by 7.5% during the fourth quarter. Envestnet Asset Management Inc. now owns 58,027,852 shares of the company’s stock worth $3,044,721,000 after acquiring an additional 4,032,718 shares during the last quarter. FMR LLC increased its stake in iShares MSCI EAFE Value ETF by 8.0% during the fourth quarter. FMR LLC now owns 20,745,609 shares of the company’s stock worth $1,088,522,000 after acquiring an additional 1,536,021 shares during the last quarter. LPL Financial LLC grew its stake in shares of iShares MSCI EAFE Value ETF by 34.6% during the fourth quarter. LPL Financial LLC now owns 17,195,268 shares of the company’s stock valued at $902,236,000 after buying an additional 4,421,879 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of iShares MSCI EAFE Value ETF by 8.3% during the fourth quarter. JPMorgan Chase & Co. now owns 14,326,441 shares of the company’s stock valued at $751,708,000 after buying an additional 1,093,469 shares during the last quarter. Finally, US Bancorp DE grew its stake in shares of iShares MSCI EAFE Value ETF by 3.9% during the fourth quarter. US Bancorp DE now owns 12,803,041 shares of the company’s stock valued at $671,789,000 after buying an additional 481,280 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

EFV opened at $62.37 on Thursday. The stock has a market cap of $25.10 billion, a price-to-earnings ratio of 12.18 and a beta of 0.73. The stock’s 50 day moving average price is $62.22 and its 200-day moving average price is $57.99. iShares MSCI EAFE Value ETF has a one year low of $51.05 and a one year high of $64.69.

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.