Dynasty Wealth Management LLC Has $63.11 Million Stock Position in iShares MSCI EAFE Value ETF $EFV

Dynasty Wealth Management LLC cut its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 34.6% in the 4th quarter, HoldingsChannel reports. The fund owned 883,762 shares of the company’s stock after selling 468,036 shares during the quarter. Dynasty Wealth Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $63,109,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in EFV. 25 LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 1.2% during the fourth quarter. 25 LLC now owns 12,056 shares of the company’s stock worth $861,000 after purchasing an additional 146 shares during the period. Breakwater Capital Group boosted its stake in iShares MSCI EAFE Value ETF by 0.5% in the 3rd quarter. Breakwater Capital Group now owns 28,868 shares of the company’s stock valued at $1,958,000 after purchasing an additional 150 shares during the period. Well Done LLC grew its holdings in iShares MSCI EAFE Value ETF by 2.3% in the 4th quarter. Well Done LLC now owns 6,605 shares of the company’s stock valued at $472,000 after buying an additional 150 shares in the last quarter. Parallel Advisors LLC increased its position in iShares MSCI EAFE Value ETF by 4.0% during the 3rd quarter. Parallel Advisors LLC now owns 4,239 shares of the company’s stock worth $288,000 after buying an additional 164 shares during the period. Finally, Spinnaker Investment Group LLC increased its position in iShares MSCI EAFE Value ETF by 2.7% during the 4th quarter. Spinnaker Investment Group LLC now owns 6,575 shares of the company’s stock worth $470,000 after buying an additional 172 shares during the period.

iShares MSCI EAFE Value ETF Stock Performance

EFV opened at $78.54 on Wednesday. The stock has a fifty day moving average of $76.79 and a 200-day moving average of $74.68. The company has a market capitalization of $32.20 billion, a P/E ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a fifty-two week low of $61.29 and a fifty-two week high of $80.14.

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.