Evolution Wealth Management Inc. Has $2.36 Million Stock Holdings in iShares MSCI EAFE Value ETF $EFV

Evolution Wealth Management Inc. raised its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 72.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 31,768 shares of the company’s stock after buying an additional 13,347 shares during the period. iShares MSCI EAFE Value ETF comprises about 1.7% of Evolution Wealth Management Inc.’s holdings, making the stock its 12th largest position. Evolution Wealth Management Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $2,362,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. Mcguire Capital Advisors Inc. bought a new position in iShares MSCI EAFE Value ETF in the 4th quarter valued at about $27,000. BankPlus Trust Department acquired a new position in iShares MSCI EAFE Value ETF during the 4th quarter valued at about $29,000. Dunhill Financial LLC increased its holdings in iShares MSCI EAFE Value ETF by 242.5% during the 4th quarter. Dunhill Financial LLC now owns 459 shares of the company’s stock worth $33,000 after purchasing an additional 325 shares in the last quarter. First Command Advisory Services Inc. bought a new stake in iShares MSCI EAFE Value ETF during the 4th quarter worth approximately $33,000. Finally, Fortitude Family Office LLC purchased a new stake in shares of iShares MSCI EAFE Value ETF in the fourth quarter worth approximately $34,000.

iShares MSCI EAFE Value ETF Price Performance

Shares of iShares MSCI EAFE Value ETF stock opened at $77.85 on Friday. The company has a market cap of $31.92 billion, a PE ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 52 week low of $62.69 and a 52 week high of $80.14. The business has a 50 day moving average price of $77.54 and a 200-day moving average price of $75.83.

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.