Financial Synergies Wealth Advisors Inc. lifted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 1.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 919,400 shares of the company’s stock after purchasing an additional 15,290 shares during the quarter. iShares MSCI EAFE Value ETF makes up about 6.3% of Financial Synergies Wealth Advisors Inc.’s investment portfolio, making the stock its 5th largest position. Financial Synergies Wealth Advisors Inc. owned 0.22% of iShares MSCI EAFE Value ETF worth $65,654,000 at the end of the most recent reporting period.
Several other institutional investors also recently modified their holdings of the company. Cullen Frost Bankers Inc. acquired a new stake in shares of iShares MSCI EAFE Value ETF during the 4th quarter worth approximately $1,404,000. Creative Financial Designs Inc. ADV grew its holdings in shares of iShares MSCI EAFE Value ETF by 9.7% during the 4th quarter. Creative Financial Designs Inc. ADV now owns 133,951 shares of the company’s stock worth $9,565,000 after purchasing an additional 11,825 shares in the last quarter. HighTower Advisors LLC grew its holdings in shares of iShares MSCI EAFE Value ETF by 7.6% during the 4th quarter. HighTower Advisors LLC now owns 486,297 shares of the company’s stock worth $34,726,000 after purchasing an additional 34,286 shares in the last quarter. Synergy Investment Management LLC grew its holdings in shares of iShares MSCI EAFE Value ETF by 11.2% during the 4th quarter. Synergy Investment Management LLC now owns 64,127 shares of the company’s stock worth $4,579,000 after purchasing an additional 6,437 shares in the last quarter. Finally, Sequent Planning LLC acquired a new stake in shares of iShares MSCI EAFE Value ETF during the 4th quarter worth approximately $413,000.
iShares MSCI EAFE Value ETF Price Performance
iShares MSCI EAFE Value ETF stock opened at $78.75 on Thursday. The company has a market capitalization of $32.29 billion, a PE ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a one year low of $61.29 and a one year high of $80.14. The business has a 50 day simple moving average of $76.00 and a 200 day simple moving average of $74.12.
About iShares MSCI EAFE Value ETF
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.
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