Quantum Portfolio Management LLC Purchases 40,218 Shares of iShares MSCI EAFE Value ETF $EFV

Quantum Portfolio Management LLC grew its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 57.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 110,609 shares of the company’s stock after purchasing an additional 40,218 shares during the period. iShares MSCI EAFE Value ETF makes up 2.2% of Quantum Portfolio Management LLC’s portfolio, making the stock its 4th biggest position. Quantum Portfolio Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $7,503,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Gateway Wealth Partners LLC raised its stake in shares of iShares MSCI EAFE Value ETF by 68.9% during the 2nd quarter. Gateway Wealth Partners LLC now owns 78,011 shares of the company’s stock worth $4,952,000 after purchasing an additional 31,811 shares in the last quarter. First Horizon Corp bought a new stake in shares of iShares MSCI EAFE Value ETF in the 3rd quarter valued at approximately $1,662,000. Tempus Wealth Planning LLC increased its holdings in iShares MSCI EAFE Value ETF by 30.5% in the second quarter. Tempus Wealth Planning LLC now owns 32,836 shares of the company’s stock worth $2,084,000 after buying an additional 7,674 shares during the last quarter. Gilbert Capital Group Inc. bought a new position in iShares MSCI EAFE Value ETF during the second quarter valued at approximately $5,550,000. Finally, Apollon Wealth Management LLC raised its position in iShares MSCI EAFE Value ETF by 52.9% during the third quarter. Apollon Wealth Management LLC now owns 196,067 shares of the company’s stock valued at $13,299,000 after acquiring an additional 67,824 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Up 40.5%

EFV stock opened at $73.45 on Monday. The company has a market capitalization of $30.11 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 12 month low of $51.05 and a 12 month high of $66.83. The firm has a 50 day moving average of $70.97 and a two-hundred day moving average of $68.16.

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.