Empirical Financial Services LLC d.b.a. Empirical Wealth Management Acquires 80,474 Shares of iShares MSCI EAFE Value ETF $EFV

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 4.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,009,214 shares of the company’s stock after buying an additional 80,474 shares during the quarter. iShares MSCI EAFE Value ETF comprises approximately 2.6% of Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s investment portfolio, making the stock its 9th biggest holding. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned about 0.49% of iShares MSCI EAFE Value ETF worth $149,385,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Halbert Hargrove Global Advisors LLC grew its holdings in iShares MSCI EAFE Value ETF by 21.2% during the 1st quarter. Halbert Hargrove Global Advisors LLC now owns 750 shares of the company’s stock worth $56,000 after acquiring an additional 131 shares during the period. Nations Financial Group Inc. IA ADV raised its position in shares of iShares MSCI EAFE Value ETF by 2.5% during the 1st quarter. Nations Financial Group Inc. IA ADV now owns 5,364 shares of the company’s stock valued at $399,000 after acquiring an additional 131 shares during the last quarter. Novus Advisors LLC lifted its stake in shares of iShares MSCI EAFE Value ETF by 2.1% in the 4th quarter. Novus Advisors LLC now owns 6,948 shares of the company’s stock valued at $496,000 after purchasing an additional 144 shares during the period. 25 LLC boosted its position in shares of iShares MSCI EAFE Value ETF by 1.2% in the 4th quarter. 25 LLC now owns 12,056 shares of the company’s stock worth $861,000 after purchasing an additional 146 shares during the last quarter. Finally, Well Done LLC boosted its position in shares of iShares MSCI EAFE Value ETF by 2.3% in the 4th quarter. Well Done LLC now owns 6,605 shares of the company’s stock worth $472,000 after purchasing an additional 150 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Down 0.5%

Shares of iShares MSCI EAFE Value ETF stock opened at $78.03 on Tuesday. The business has a fifty day simple moving average of $77.72 and a 200 day simple moving average of $76.17. The stock has a market cap of $31.99 billion, a PE ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 12 month low of $62.69 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.