Barnes Wealth Management Group Inc trimmed its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 18.1% in the fourth quarter, Holdings Channel reports. The fund owned 57,438 shares of the company’s stock after selling 12,715 shares during the quarter. iShares MSCI EAFE Value ETF comprises approximately 2.2% of Barnes Wealth Management Group Inc’s investment portfolio, making the stock its 9th biggest holding. Barnes Wealth Management Group Inc’s holdings in iShares MSCI EAFE Value ETF were worth $4,102,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Forthright Family Wealth Advisory LLC raised its stake in shares of iShares MSCI EAFE Value ETF by 1.9% in the fourth quarter. Forthright Family Wealth Advisory LLC now owns 147,906 shares of the company’s stock valued at $10,562,000 after purchasing an additional 2,745 shares in the last quarter. McMill Wealth Management boosted its stake in iShares MSCI EAFE Value ETF by 0.8% during the fourth quarter. McMill Wealth Management now owns 19,760 shares of the company’s stock worth $1,411,000 after buying an additional 164 shares in the last quarter. Sunbelt Securities Inc. boosted its stake in iShares MSCI EAFE Value ETF by 4.0% during the fourth quarter. Sunbelt Securities Inc. now owns 5,810 shares of the company’s stock worth $415,000 after buying an additional 224 shares in the last quarter. Cambient Family Office LLC bought a new stake in iShares MSCI EAFE Value ETF in the 4th quarter valued at $833,000. Finally, Mcguire Capital Advisors Inc. bought a new stake in iShares MSCI EAFE Value ETF in the 4th quarter valued at $27,000.
iShares MSCI EAFE Value ETF Stock Performance
BATS:EFV opened at $76.64 on Friday. The company has a 50-day moving average of $77.82 and a 200-day moving average of $75.43. iShares MSCI EAFE Value ETF has a 52 week low of $61.29 and a 52 week high of $80.14. The company has a market capitalization of $31.42 billion, a price-to-earnings 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.
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