Tempus Wealth Planning LLC Grows Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Tempus Wealth Planning LLC raised its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 8.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 25,253 shares of the company’s stock after acquiring an additional 1,964 shares during the period. Tempus Wealth Planning LLC’s holdings in iShares MSCI EAFE Value ETF were worth $1,325,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Dynamic Advisor Solutions LLC increased its holdings in iShares MSCI EAFE Value ETF by 1.6% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 11,691 shares of the company’s stock worth $673,000 after purchasing an additional 179 shares during the period. Asset Dedication LLC increased its position in shares of iShares MSCI EAFE Value ETF by 1.5% during the third quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock worth $775,000 after purchasing an additional 199 shares in the last quarter. DAVENPORT & Co LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF by 1.2% in the fourth quarter. DAVENPORT & Co LLC now owns 17,855 shares of the company’s stock valued at $937,000 after acquiring an additional 207 shares during the period. Whittier Trust Co. of Nevada Inc. grew its position in iShares MSCI EAFE Value ETF by 2.2% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 10,153 shares of the company’s stock worth $584,000 after purchasing an additional 215 shares during the last quarter. Finally, Warner Financial Inc. increased its position in iShares MSCI EAFE Value ETF by 0.6% in the 3rd quarter. Warner Financial Inc. now owns 38,591 shares of the company’s stock valued at $2,220,000 after acquiring an additional 227 shares during the period.

iShares MSCI EAFE Value ETF Price Performance

Shares of BATS EFV opened at $54.31 on Tuesday. The company has a market cap of $16.90 billion, a PE ratio of 10.89 and a beta of 0.70. The stock has a fifty day moving average price of $53.56 and a 200 day moving average price of $54.78. iShares MSCI EAFE Value ETF has a 1-year low of $49.15 and a 1-year high of $59.57.

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.