Curtis Wealth Management LLC Takes Position in iShares MSCI EAFE Value ETF $EFV

Curtis Wealth Management LLC acquired a new stake in iShares MSCI EAFE Value ETF (BATS:EFV) during the fourth quarter, Holdings Channel.com reports. The firm acquired 79,666 shares of the company’s stock, valued at approximately $5,917,000. iShares MSCI EAFE Value ETF accounts for 5.2% of Curtis Wealth Management LLC’s portfolio, making the stock its 4th biggest position.

A number of other institutional investors have also added to or reduced their stakes in the company. Captrust Financial Advisors raised its stake in iShares MSCI EAFE Value ETF by 13.0% during the third quarter. Captrust Financial Advisors now owns 583,340 shares of the company’s stock valued at $39,568,000 after buying an additional 67,197 shares during the last quarter. Central Pacific Bank Trust Division purchased a new position in iShares MSCI EAFE Value ETF during the fourth quarter valued at $939,000. Chilton Investment Co. Inc. purchased a new position in iShares MSCI EAFE Value ETF during the third quarter valued at $807,000. Affinity Capital Advisors LLC raised its stake in iShares MSCI EAFE Value ETF by 5.5% during the fourth quarter. Affinity Capital Advisors LLC now owns 415,147 shares of the company’s stock valued at $29,646,000 after buying an additional 21,528 shares during the last quarter. Finally, Asempa Wealth Advisors purchased a new position in iShares MSCI EAFE Value ETF during the fourth quarter valued at $2,363,000.

iShares MSCI EAFE Value ETF Trading Down 1.9%

iShares MSCI EAFE Value ETF stock opened at $76.90 on Friday. The firm has a market cap of $31.53 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. The stock has a fifty day simple moving average of $77.23 and a two-hundred day simple moving average of $74.86. iShares MSCI EAFE Value ETF has a 12 month low of $61.29 and a 12 month high of $80.14.

iShares MSCI EAFE Value ETF 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.