Atria Wealth Solutions Inc. Trims Holdings in iShares MSCI EAFE Value ETF $EFV

Atria Wealth Solutions Inc. decreased its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 33.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 365,189 shares of the company’s stock after selling 182,885 shares during the period. iShares MSCI EAFE Value ETF comprises approximately 0.5% of Atria Wealth Solutions Inc.’s holdings, making the stock its 29th largest holding. Atria Wealth Solutions Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $23,188,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Atwood & Palmer Inc. purchased a new stake in iShares MSCI EAFE Value ETF in the second quarter worth $25,000. IMG Wealth Management Inc. purchased a new stake in iShares MSCI EAFE Value ETF in the first quarter worth $27,000. Pandora Wealth Inc. purchased a new position in shares of iShares MSCI EAFE Value ETF during the second quarter valued at $30,000. Trust Co. of Vermont increased its stake in shares of iShares MSCI EAFE Value ETF by 59.7% during the first quarter. Trust Co. of Vermont now owns 479 shares of the company’s stock valued at $28,000 after buying an additional 179 shares during the period. Finally, Global Trust Asset Management LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 2,000.0% during the first quarter. Global Trust Asset Management LLC now owns 525 shares of the company’s stock valued at $31,000 after buying an additional 500 shares during the period.

iShares MSCI EAFE Value ETF Trading Up 27.7%

Shares of iShares MSCI EAFE Value ETF stock opened at $66.72 on Monday. The firm has a market cap of $27.35 billion, a P/E 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 stock’s fifty day moving average price is $67.16 and its 200-day moving average price is $63.55.

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.