Axim Planning & Wealth Invests $209,000 in iShares MSCI EAFE Value ETF (BATS:EFV)

Axim Planning & Wealth acquired a new position in iShares MSCI EAFE Value ETF (BATS:EFV) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,638 shares of the company’s stock, valued at approximately $209,000. iShares MSCI EAFE Value ETF accounts for approximately 0.2% of Axim Planning & Wealth’s investment portfolio, making the stock its 29th biggest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Dynamic Advisor Solutions LLC increased its stake in shares of 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 valued at $673,000 after acquiring an additional 179 shares during the period. Asset Dedication LLC raised its stake in shares of iShares MSCI EAFE Value ETF by 1.5% in the 3rd quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock worth $775,000 after buying an additional 199 shares in the last quarter. Signaturefd LLC lifted its holdings in iShares MSCI EAFE Value ETF by 36.2% in the 2nd quarter. Signaturefd LLC now owns 757 shares of the company’s stock valued at $40,000 after acquiring an additional 201 shares during the last quarter. Noble Family Wealth LLC lifted its stake in iShares MSCI EAFE Value ETF by 0.3% during the second quarter. Noble Family Wealth LLC now owns 63,084 shares of the company’s stock valued at $3,346,000 after purchasing an additional 205 shares during the last quarter. Finally, Whittier Trust Co. of Nevada Inc. boosted its stake in shares of 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 acquiring an additional 215 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

Shares of EFV opened at $53.52 on Thursday. The company has a 50-day moving average of $56.16 and a two-hundred day moving average of $55.19. iShares MSCI EAFE Value ETF has a one year low of $49.15 and a one year high of $59.57. The stock has a market cap of $16.66 billion, a price-to-earnings 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.