iShares MSCI EAFE Value ETF (BATS:EFV) is HighMark Wealth Management LLC’s 2nd Largest Position

HighMark Wealth Management LLC trimmed its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 0.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 255,128 shares of the company’s stock after selling 1,254 shares during the quarter. iShares MSCI EAFE Value ETF accounts for about 7.7% of HighMark Wealth Management LLC’s portfolio, making the stock its 2nd largest position. HighMark Wealth Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $13,387,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in EFV. Cedar Mountain Advisors LLC acquired a new position in shares of iShares MSCI EAFE Value ETF in the 4th quarter valued at $35,000. Wagner Wealth Management LLC purchased a new stake in iShares MSCI EAFE Value ETF during the 4th quarter valued at about $40,000. JNBA Financial Advisors acquired a new position in shares of iShares MSCI EAFE Value ETF in the fourth quarter valued at about $42,000. PSI Advisors LLC increased its holdings in shares of iShares MSCI EAFE Value ETF by 1,025.3% in the fourth quarter. PSI Advisors LLC now owns 934 shares of the company’s stock valued at $49,000 after purchasing an additional 851 shares during the period. Finally, Northwest Investment Counselors LLC purchased a new position in shares of iShares MSCI EAFE Value ETF in the third quarter worth about $60,000.

iShares MSCI EAFE Value ETF Stock Performance

BATS:EFV opened at $57.08 on Tuesday. The firm’s fifty day moving average is $53.82 and its two-hundred day moving average is $54.86. The firm has a market cap of $17.76 billion, a price-to-earnings ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a one year low of $49.15 and a one 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.