Foundation Wealth Management LLC Boosts Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Foundation Wealth Management LLC boosted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 0.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 64,001 shares of the company’s stock after acquiring an additional 289 shares during the period. iShares MSCI EAFE Value ETF accounts for 2.6% of Foundation Wealth Management LLC’s holdings, making the stock its 8th biggest position. Foundation Wealth Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $3,358,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Disciplined Investments LLC raised its stake in iShares MSCI EAFE Value ETF by 0.3% in the fourth quarter. Disciplined Investments LLC now owns 61,789 shares of the company’s stock valued at $3,242,000 after purchasing an additional 202 shares in the last quarter. DAVENPORT & Co LLC raised its stake in 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 purchasing an additional 207 shares in the last quarter. Prosperity Planning Inc. raised its stake in iShares MSCI EAFE Value ETF by 2.8% during the fourth quarter. Prosperity Planning Inc. now owns 8,315 shares of the company’s stock worth $436,000 after acquiring an additional 229 shares in the last quarter. Avior Wealth Management LLC raised its stake in iShares MSCI EAFE Value ETF by 5.0% during the fourth quarter. Avior Wealth Management LLC now owns 4,936 shares of the company’s stock worth $259,000 after acquiring an additional 236 shares in the last quarter. Finally, Ifrah Financial Services Inc. raised its stake in iShares MSCI EAFE Value ETF by 0.5% during the fourth quarter. Ifrah Financial Services Inc. now owns 46,120 shares of the company’s stock worth $2,420,000 after acquiring an additional 238 shares in the last quarter.

iShares MSCI EAFE Value ETF Trading Up 13.2 %

Shares of BATS EFV opened at $59.16 on Friday. The company has a market cap of $21.72 billion, a price-to-earnings ratio of 12.82 and a beta of 0.82. iShares MSCI EAFE Value ETF has a 12 month low of $51.05 and a 12 month high of $59.73. The stock has a 50-day moving average price of $55.04 and a two-hundred day moving average price of $55.27.

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.