iShares MSCI EAFE Value ETF $EFV Shares Sold by Advocacy Wealth Management LLC

Advocacy Wealth Management LLC reduced its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 9.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,024,723 shares of the company’s stock after selling 112,677 shares during the quarter. iShares MSCI EAFE Value ETF accounts for about 3.1% of Advocacy Wealth Management LLC’s holdings, making the stock its 10th biggest position. Advocacy Wealth Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $73,175,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the company. TIAA Trust National Association lifted its position in shares of iShares MSCI EAFE Value ETF by 1.9% during the fourth quarter. TIAA Trust National Association now owns 2,381,960 shares of the company’s stock valued at $170,096,000 after purchasing an additional 45,196 shares in the last quarter. Montis Financial LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 22.1% during the fourth quarter. Montis Financial LLC now owns 9,303 shares of the company’s stock valued at $664,000 after purchasing an additional 1,682 shares in the last quarter. Franklin Resources Inc. lifted its position in shares of iShares MSCI EAFE Value ETF by 1.1% during the fourth quarter. Franklin Resources Inc. now owns 464,024 shares of the company’s stock valued at $33,136,000 after purchasing an additional 5,065 shares in the last quarter. O Shaughnessy Asset Management LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 4.5% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 26,223 shares of the company’s stock valued at $1,873,000 after purchasing an additional 1,130 shares in the last quarter. Finally, Landing Point Financial Group LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 7.4% during the fourth quarter. Landing Point Financial Group LLC now owns 91,979 shares of the company’s stock valued at $6,568,000 after purchasing an additional 6,312 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

EFV opened at $77.17 on Tuesday. The company’s 50-day moving average is $77.32 and its 200 day moving average is $74.96. iShares MSCI EAFE Value ETF has a fifty-two week low of $61.29 and a fifty-two week high of $80.14. The firm has a market capitalization of $31.64 billion, a P/E ratio of 12.17 and a beta of 0.73.

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.