Spectrum Planning & Advisory Services Inc. Cuts Stake in iShares MSCI EAFE Value ETF $EFV

Spectrum Planning & Advisory Services Inc. reduced its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 32.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 72,321 shares of the company’s stock after selling 34,318 shares during the period. iShares MSCI EAFE Value ETF comprises approximately 2.7% of Spectrum Planning & Advisory Services Inc.’s portfolio, making the stock its 12th biggest holding. Spectrum Planning & Advisory Services Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $5,377,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Brighton Jones LLC purchased a new position in iShares MSCI EAFE Value ETF in the 4th quarter worth $281,000. Revolve Wealth Partners LLC boosted its position in iShares MSCI EAFE Value ETF by 41.3% during the fourth quarter. Revolve Wealth Partners LLC now owns 38,725 shares of the company’s stock valued at $2,032,000 after buying an additional 11,327 shares during the period. Squarepoint Ops LLC boosted its position in iShares MSCI EAFE Value ETF by 20.4% during the second quarter. Squarepoint Ops LLC now owns 19,814 shares of the company’s stock valued at $1,258,000 after buying an additional 3,354 shares during the period. Peapack Gladstone Financial Corp grew its stake in shares of iShares MSCI EAFE Value ETF by 32.5% during the second quarter. Peapack Gladstone Financial Corp now owns 8,959 shares of the company’s stock valued at $569,000 after buying an additional 2,200 shares during the last quarter. Finally, Alliancebernstein L.P. grew its stake in shares of iShares MSCI EAFE Value ETF by 0.6% during the second quarter. Alliancebernstein L.P. now owns 5,094,815 shares of the company’s stock valued at $323,419,000 after buying an additional 31,570 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

EFV opened at $76.64 on Monday. iShares MSCI EAFE Value ETF has a 12 month low of $61.29 and a 12 month high of $80.14. The business’s 50-day moving average price is $77.80 and its 200-day moving average price is $75.47. The company has a market cap of $31.42 billion, a P/E ratio of 12.17 and a beta of 0.73.

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.