Chatterton & Associates Inc. Makes New Investment in iShares MSCI EAFE Value ETF $EFV

Chatterton & Associates Inc. acquired a new position in iShares MSCI EAFE Value ETF (BATS:EFV) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 45,002 shares of the company’s stock, valued at approximately $3,214,000. iShares MSCI EAFE Value ETF comprises 2.8% of Chatterton & Associates Inc.’s portfolio, making the stock its 12th biggest position.

Other institutional investors also recently made changes to their positions in the company. 25 LLC grew its holdings in shares of iShares MSCI EAFE Value ETF by 1.2% during the 4th quarter. 25 LLC now owns 12,056 shares of the company’s stock valued at $861,000 after purchasing an additional 146 shares during the last quarter. Breakwater Capital Group lifted its stake in iShares MSCI EAFE Value ETF by 0.5% in the third quarter. Breakwater Capital Group now owns 28,868 shares of the company’s stock worth $1,958,000 after purchasing an additional 150 shares during the last quarter. Well Done LLC boosted its position in iShares MSCI EAFE Value ETF by 2.3% during the fourth quarter. Well Done LLC now owns 6,605 shares of the company’s stock valued at $472,000 after buying an additional 150 shares during the period. Bryn Mawr Trust Advisors LLC boosted its position in iShares MSCI EAFE Value ETF by 1.8% during the third quarter. Bryn Mawr Trust Advisors LLC now owns 8,885 shares of the company’s stock valued at $603,000 after buying an additional 153 shares during the period. Finally, Parallel Advisors LLC grew its stake in shares of iShares MSCI EAFE Value ETF by 4.0% during the third quarter. Parallel Advisors LLC now owns 4,239 shares of the company’s stock valued at $288,000 after buying an additional 164 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

EFV opened at $75.01 on Friday. The company has a market cap of $30.75 billion, a P/E ratio of 12.17 and a beta of 0.73. The business’s 50-day moving average price is $75.92 and its 200-day moving average price is $72.00. iShares MSCI EAFE Value ETF has a 12 month low of $51.87 and a 12 month high of $80.14.

iShares MSCI EAFE Value ETF Company 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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.