NewEdge Wealth LLC Trims Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

NewEdge Wealth LLC lowered its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 45.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,374 shares of the company’s stock after selling 3,675 shares during the quarter. NewEdge Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $228,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cibc World Market Inc. grew its stake in shares of iShares MSCI EAFE Value ETF by 5.8% in the first quarter. Cibc World Market Inc. now owns 41,773 shares of the company’s stock valued at $2,100,000 after buying an additional 2,299 shares in the last quarter. Vontobel Holding Ltd. grew its stake in shares of iShares MSCI EAFE Value ETF by 12.3% in the first quarter. Vontobel Holding Ltd. now owns 15,000 shares of the company’s stock valued at $754,000 after buying an additional 1,640 shares in the last quarter. Blair William & Co. IL grew its stake in shares of iShares MSCI EAFE Value ETF by 78.1% in the first quarter. Blair William & Co. IL now owns 38,808 shares of the company’s stock valued at $1,951,000 after buying an additional 17,015 shares in the last quarter. Mackenzie Financial Corp acquired a new stake in shares of iShares MSCI EAFE Value ETF in the first quarter valued at $16,807,000. Finally, Prudential Financial Inc. grew its stake in shares of iShares MSCI EAFE Value ETF by 13.9% in the first quarter. Prudential Financial Inc. now owns 450,991 shares of the company’s stock valued at $22,667,000 after buying an additional 55,103 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

Shares of BATS EFV opened at $52.54 on Friday. iShares MSCI EAFE Value ETF has a twelve month low of $49.15 and a twelve month high of $59.57. The stock has a market capitalization of $17.65 billion, a PE ratio of 9.51 and a beta of 0.84. The stock has a fifty day simple moving average of $53.01 and a 200-day simple moving average of $51.14.

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.