iShares MSCI EAFE Value ETF $EFV is Vertex Planning Partners LLC’s 10th Largest Position

Vertex Planning Partners LLC lifted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 60.4% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 162,846 shares of the company’s stock after purchasing an additional 61,334 shares during the period. iShares MSCI EAFE Value ETF makes up 2.2% of Vertex Planning Partners LLC’s holdings, making the stock its 10th biggest holding. Vertex Planning Partners LLC’s holdings in iShares MSCI EAFE Value ETF were worth $10,337,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of EFV. Brighton Jones LLC purchased a new stake in iShares MSCI EAFE Value ETF during the fourth quarter worth approximately $281,000. Revolve Wealth Partners LLC raised its stake in iShares MSCI EAFE Value ETF by 41.3% during the 4th quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock valued at $2,032,000 after acquiring an additional 11,327 shares during the last quarter. Charles Schwab Investment Management Inc. acquired a new stake in shares of iShares MSCI EAFE Value ETF during the first quarter worth $14,710,000. Headlands Technologies LLC purchased a new stake in shares of iShares MSCI EAFE Value ETF in the first quarter valued at about $63,000. Finally, Maryland State Retirement & Pension System increased its position in iShares MSCI EAFE Value ETF by 24.9% during the 1st quarter. Maryland State Retirement & Pension System now owns 27,101 shares of the company’s stock worth $1,597,000 after purchasing an additional 5,411 shares during the period.

iShares MSCI EAFE Value ETF Stock Up 35.3%

Shares of BATS EFV opened at $70.71 on Monday. The stock has a market capitalization of $28.99 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 52 week low of $51.05 and a 52 week high of $66.83. The firm has a 50-day moving average price of $68.84 and a 200 day moving average price of $66.38.

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.