Liberty Wealth Management LLC Has $5.83 Million Stock Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Liberty Wealth Management LLC increased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 20.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 111,234 shares of the company’s stock after purchasing an additional 18,997 shares during the quarter. iShares MSCI EAFE Value ETF makes up approximately 1.0% of Liberty Wealth Management LLC’s holdings, making the stock its 27th biggest holding. Liberty Wealth Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $5,829,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. QRG Capital Management Inc. acquired a new stake in shares of iShares MSCI EAFE Value ETF in the third quarter valued at approximately $264,000. Assetmark Inc. lifted its position in iShares MSCI EAFE Value ETF by 166.4% during the third quarter. Assetmark Inc. now owns 105,488 shares of the company’s stock worth $6,069,000 after purchasing an additional 65,894 shares during the period. Keystone Financial Services raised its stake in iShares MSCI EAFE Value ETF by 140.8% during the third quarter. Keystone Financial Services now owns 264,181 shares of the company’s stock worth $15,198,000 after acquiring an additional 154,468 shares in the last quarter. Apollon Wealth Management LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 73.9% in the third quarter. Apollon Wealth Management LLC now owns 52,840 shares of the company’s stock valued at $3,040,000 after buying an additional 22,457 shares during the period. Finally, Harbour Investments Inc. increased its stake in shares of iShares MSCI EAFE Value ETF by 74.4% in the third quarter. Harbour Investments Inc. now owns 62,334 shares of the company’s stock valued at $3,586,000 after buying an additional 26,587 shares during the period.

iShares MSCI EAFE Value ETF Stock Performance

BATS:EFV opened at $58.70 on Wednesday. The company has a market capitalization of $21.56 billion, a PE ratio of 12.82 and a beta of 0.82. iShares MSCI EAFE Value ETF has a fifty-two week low of $51.05 and a fifty-two week high of $60.04. The company has a 50 day simple moving average of $55.44 and a two-hundred day simple moving average of $55.33.

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.