Rothschild Wealth LLC Sells 80,245 Shares of iShares MSCI EAFE Value ETF $EFV

Rothschild Wealth LLC trimmed its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 31.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 176,612 shares of the company’s stock after selling 80,245 shares during the period. iShares MSCI EAFE Value ETF accounts for approximately 1.2% of Rothschild Wealth LLC’s holdings, making the stock its 15th largest position. Rothschild Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $12,612,000 at the end of the most recent quarter.

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

iShares MSCI EAFE Value ETF Stock Performance

Shares of iShares MSCI EAFE Value ETF stock opened at $78.64 on Monday. The firm has a fifty day simple moving average of $76.69 and a 200-day simple moving average of $74.62. iShares MSCI EAFE Value ETF has a 1-year low of $61.29 and a 1-year high of $80.14. The stock has a market capitalization of $32.24 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73.

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.