Compass Financial Group Inc. Ohio Takes Position in iShares MSCI EAFE Min Vol Factor ETF $EFAV

Compass Financial Group Inc. Ohio purchased a new stake in iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 37,764 shares of the company’s stock, valued at approximately $3,257,000. iShares MSCI EAFE Min Vol Factor ETF accounts for approximately 2.4% of Compass Financial Group Inc. Ohio’s portfolio, making the stock its 16th largest position.

A number of other institutional investors have also recently bought and sold shares of the company. Joel Isaacson & Co. LLC lifted its stake in iShares MSCI EAFE Min Vol Factor ETF by 1.4% in the fourth quarter. Joel Isaacson & Co. LLC now owns 10,258 shares of the company’s stock valued at $885,000 after buying an additional 138 shares in the last quarter. Brown Wealth Management LLC raised its stake in shares of iShares MSCI EAFE Min Vol Factor ETF by 0.7% in the 4th quarter. Brown Wealth Management LLC now owns 20,821 shares of the company’s stock valued at $1,796,000 after purchasing an additional 144 shares during the period. Harbour Investments Inc. raised its stake in shares of iShares MSCI EAFE Min Vol Factor ETF by 8.4% in the 4th quarter. Harbour Investments Inc. now owns 2,010 shares of the company’s stock valued at $173,000 after purchasing an additional 155 shares during the period. Syntegra Private Wealth Group LLC lifted its holdings in shares of iShares MSCI EAFE Min Vol Factor ETF by 4.4% in the fourth quarter. Syntegra Private Wealth Group LLC now owns 3,783 shares of the company’s stock valued at $326,000 after purchasing an additional 159 shares in the last quarter. Finally, Claro Advisors LLC boosted its position in shares of iShares MSCI EAFE Min Vol Factor ETF by 6.5% during the third quarter. Claro Advisors LLC now owns 2,944 shares of the company’s stock worth $250,000 after buying an additional 180 shares during the period.

iShares MSCI EAFE Min Vol Factor ETF Stock Performance

BATS:EFAV opened at $87.38 on Friday. iShares MSCI EAFE Min Vol Factor ETF has a 52-week low of $81.66 and a 52-week high of $95.13. The stock has a 50-day simple moving average of $90.98 and a 200 day simple moving average of $89.95. The company has a market cap of $5.71 billion, a PE ratio of 16.91 and a beta of 0.57.

iShares MSCI EAFE Min Vol Factor ETF Company Profile

The iShares MSCI EAFE Min Vol Factor ETF (EFAV) is an exchange-traded fund that is based on the MSCI EAFE Minimum Volatility (USD) index. The fund tracks an index of developed-market equities, ex-US and Canada, selected and weighted to create a low volatility portfolio subject to constraints including sector exposure. EFAV was launched on Oct 18, 2011 and is managed by BlackRock.