Sax Wealth Advisors LLC Acquires 11,102 Shares of iShares MSCI EAFE Value ETF $EFV

Sax Wealth Advisors LLC boosted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 24.7% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 56,055 shares of the company’s stock after acquiring an additional 11,102 shares during the quarter. Sax Wealth Advisors LLC’s holdings in iShares MSCI EAFE Value ETF were worth $3,558,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Signature Resources Capital Management LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF by 312.7% in the 1st quarter. Signature Resources Capital Management LLC now owns 421 shares of the company’s stock worth $25,000 after purchasing an additional 319 shares in the last quarter. Atwood & Palmer Inc. purchased a new position in shares of iShares MSCI EAFE Value ETF in the 2nd quarter worth about $25,000. IMG Wealth Management Inc. purchased a new position in shares of iShares MSCI EAFE Value ETF in the 1st quarter worth about $27,000. Trust Co. of Vermont boosted its holdings in shares of iShares MSCI EAFE Value ETF by 59.7% in the 1st quarter. Trust Co. of Vermont now owns 479 shares of the company’s stock worth $28,000 after purchasing an additional 179 shares in the last quarter. Finally, Breakwater Investment Management purchased a new position in shares of iShares MSCI EAFE Value ETF in the 1st quarter worth about $31,000.

iShares MSCI EAFE Value ETF Trading Up 30.3%

EFV opened at $68.11 on Wednesday. The stock has a 50-day moving average price of $66.91 and a 200-day moving average price of $63.39. iShares MSCI EAFE Value ETF has a 12-month low of $51.05 and a 12-month high of $66.83. The stock has a market capitalization of $27.93 billion, a P/E ratio of 12.17 and a beta of 0.73.

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.