Fortress Wealth Management Inc. Cuts Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Fortress Wealth Management Inc. cut its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 1.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 26,154 shares of the company’s stock after selling 516 shares during the period. iShares MSCI EAFE Value ETF comprises about 0.8% of Fortress Wealth Management Inc.’s holdings, making the stock its 29th largest holding. Fortress Wealth Management Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $1,505,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Dynamic Advisor Solutions LLC raised its holdings in iShares MSCI EAFE Value ETF by 1.6% during the third 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 last quarter. Asset Dedication LLC boosted its stake in iShares MSCI EAFE Value ETF by 1.5% during the 3rd quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock valued at $775,000 after acquiring an additional 199 shares during the last quarter. Signaturefd LLC raised its stake in iShares MSCI EAFE Value ETF by 36.2% during the second quarter. Signaturefd LLC now owns 757 shares of the company’s stock valued at $40,000 after buying an additional 201 shares in the last quarter. Noble Family Wealth LLC raised its position in shares of iShares MSCI EAFE Value ETF by 0.3% during the 2nd quarter. Noble Family Wealth LLC now owns 63,084 shares of the company’s stock valued at $3,346,000 after acquiring an additional 205 shares in the last quarter. Finally, Sax Wealth Advisors LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 0.5% in the 2nd quarter. Sax Wealth Advisors LLC now owns 42,952 shares of the company’s stock worth $2,278,000 after buying an additional 231 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Up 0.6 %

BATS EFV traded up $0.32 during trading hours on Friday, hitting $56.69. The company had a trading volume of 950,413 shares. iShares MSCI EAFE Value ETF has a fifty-two week low of $49.15 and a fifty-two week high of $59.57. The business has a fifty day simple moving average of $56.29 and a 200-day simple moving average of $54.98. The firm has a market cap of $17.64 billion, a P/E ratio of 10.89 and a beta of 0.70.

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.