Prosperity Planning Inc. Has $436,000 Stock Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Prosperity Planning Inc. raised its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 2.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 8,315 shares of the company’s stock after acquiring an additional 229 shares during the quarter. Prosperity Planning Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $436,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Aspiriant LLC boosted its position in iShares MSCI EAFE Value ETF by 0.8% during the fourth quarter. Aspiriant LLC now owns 1,185,995 shares of the company’s stock valued at $62,229,000 after purchasing an additional 9,742 shares during the last quarter. Koshinski Asset Management Inc. bought a new stake in shares of iShares MSCI EAFE Value ETF in the 4th quarter valued at about $1,542,000. Zhang Financial LLC grew its holdings in iShares MSCI EAFE Value ETF by 0.5% during the fourth quarter. Zhang Financial LLC now owns 75,527 shares of the company’s stock worth $3,963,000 after purchasing an additional 349 shares during the period. Diversify Advisory Services LLC increased its position in iShares MSCI EAFE Value ETF by 20.4% during the fourth quarter. Diversify Advisory Services LLC now owns 61,989 shares of the company’s stock worth $3,216,000 after buying an additional 10,502 shares during the last quarter. Finally, LVW Advisors LLC raised its stake in iShares MSCI EAFE Value ETF by 1.0% in the fourth quarter. LVW Advisors LLC now owns 26,374 shares of the company’s stock valued at $1,384,000 after buying an additional 274 shares during the period.

iShares MSCI EAFE Value ETF Trading Up 1.9 %

EFV stock opened at $53.24 on Tuesday. The business’s 50 day simple moving average is $53.42 and its 200 day simple moving average is $54.78. iShares MSCI EAFE Value ETF has a 1-year low of $49.15 and a 1-year high of $59.57. The firm has a market capitalization of $16.57 billion, a PE ratio of 10.89 and a beta of 0.70.

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.