Triad Wealth Partners LLC Buys 56,485 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Triad Wealth Partners LLC increased its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 16,046.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 56,837 shares of the company’s stock after buying an additional 56,485 shares during the quarter. iShares MSCI EAFE Value ETF comprises approximately 1.7% of Triad Wealth Partners LLC’s holdings, making the stock its 20th largest holding. Triad Wealth Partners LLC’s holdings in iShares MSCI EAFE Value ETF were worth $3,270,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Dynamic Advisor Solutions LLC boosted 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 valued at $673,000 after acquiring an additional 179 shares during the period. Asset Dedication LLC boosted its stake 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 valued at $775,000 after purchasing an additional 199 shares during the period. Signaturefd LLC grew its holdings in shares of iShares MSCI EAFE Value ETF by 36.2% in the second quarter. Signaturefd LLC now owns 757 shares of the company’s stock worth $40,000 after purchasing an additional 201 shares during the last quarter. Noble Family Wealth LLC increased its stake in iShares MSCI EAFE Value ETF by 0.3% in the 2nd quarter. Noble Family Wealth LLC now owns 63,084 shares of the company’s stock worth $3,346,000 after buying an additional 205 shares during the period. Finally, Fortress Wealth Management Inc. lifted its holdings in iShares MSCI EAFE Value ETF by 0.8% during the 2nd quarter. Fortress Wealth Management Inc. now owns 26,670 shares of the company’s stock valued at $1,415,000 after buying an additional 223 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

EFV stock traded up $0.32 during mid-day trading on Monday, reaching $56.69. The company had a trading volume of 950,413 shares. The firm has a 50 day moving average of $56.29 and a 200 day moving average of $54.99. iShares MSCI EAFE Value ETF has a 12 month low of $49.15 and a 12 month high of $59.57. The company has a market capitalization of $17.64 billion, a PE 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.