Curtis Wealth Management LLC Makes New $5.92 Million Investment in iShares MSCI EAFE Value ETF $EFV

Curtis Wealth Management LLC bought a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) during the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 79,666 shares of the company’s stock, valued at approximately $5,917,000. iShares MSCI EAFE Value ETF accounts for 5.2% of Curtis Wealth Management LLC’s holdings, making the stock its 4th biggest holding.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. BankPlus Trust Department acquired a new position in shares of iShares MSCI EAFE Value ETF in the 4th quarter valued at about $29,000. Dunhill Financial LLC lifted its stake in shares of iShares MSCI EAFE Value ETF by 242.5% in the 4th quarter. Dunhill Financial LLC now owns 459 shares of the company’s stock valued at $33,000 after purchasing an additional 325 shares during the period. Centennial Bank AR acquired a new position in shares of iShares MSCI EAFE Value ETF in the 3rd quarter valued at about $34,000. Fortitude Family Office LLC acquired a new position in shares of iShares MSCI EAFE Value ETF in the 4th quarter valued at about $34,000. Finally, Hantz Financial Services Inc. lifted its stake in shares of iShares MSCI EAFE Value ETF by 82.8% in the 4th quarter. Hantz Financial Services Inc. now owns 499 shares of the company’s stock valued at $36,000 after purchasing an additional 226 shares during the period.

iShares MSCI EAFE Value ETF Price Performance

Shares of BATS:EFV opened at $76.90 on Friday. The company has a market capitalization of $31.53 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. The business’s 50-day moving average is $77.23 and its 200-day moving average is $74.86. iShares MSCI EAFE Value ETF has a 1 year low of $61.29 and a 1 year high of $80.14.

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