Empirical Financial Services LLC d.b.a. Empirical Wealth Management Increases Stock Position in iShares MSCI EAFE Value ETF $EFV

Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 3.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 1,928,740 shares of the company’s stock after purchasing an additional 57,509 shares during the quarter. iShares MSCI EAFE Value ETF comprises about 2.5% of Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings, making the stock its 9th biggest holding. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in iShares MSCI EAFE Value ETF were worth $137,731,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Gateway Wealth Partners LLC raised its holdings in iShares MSCI EAFE Value ETF by 68.9% in the 2nd quarter. Gateway Wealth Partners LLC now owns 78,011 shares of the company’s stock worth $4,952,000 after acquiring an additional 31,811 shares during the last quarter. Captrust Financial Advisors lifted its position in iShares MSCI EAFE Value ETF by 13.0% in the 3rd quarter. Captrust Financial Advisors now owns 583,340 shares of the company’s stock valued at $39,568,000 after acquiring an additional 67,197 shares in the last quarter. First Horizon Corp purchased a new stake in iShares MSCI EAFE Value ETF during the 3rd quarter valued at $1,662,000. Fortis Capital Advisors LLC boosted its stake in iShares MSCI EAFE Value ETF by 32.6% during the 3rd quarter. Fortis Capital Advisors LLC now owns 40,205 shares of the company’s stock valued at $2,727,000 after purchasing an additional 9,890 shares during the last quarter. Finally, Central Pacific Bank Trust Division bought a new stake in shares of iShares MSCI EAFE Value ETF in the 4th quarter worth $939,000.

iShares MSCI EAFE Value ETF Price Performance

EFV stock opened at $75.27 on Thursday. iShares MSCI EAFE Value ETF has a 1-year low of $51.87 and a 1-year high of $80.14. The business has a fifty day moving average price of $75.87 and a 200-day moving average price of $71.91. The stock has a market capitalization of $30.86 billion, a P/E ratio of 12.17 and a beta of 0.73.

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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.