iShares MSCI EAFE Value ETF (BATS:EFV) is Watershed Private Wealth LLC’s 5th Largest Position

Watershed Private Wealth LLC increased its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 10.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 204,116 shares of the company’s stock after purchasing an additional 20,092 shares during the quarter. iShares MSCI EAFE Value ETF makes up 4.2% of Watershed Private Wealth LLC’s investment portfolio, making the stock its 5th largest holding. Watershed Private Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $10,710,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Dynamic Advisor Solutions LLC increased its position in shares of iShares MSCI EAFE Value ETF by 1.6% in the third quarter. Dynamic Advisor Solutions LLC now owns 11,691 shares of the company’s stock worth $673,000 after acquiring an additional 179 shares in the last quarter. Asset Dedication LLC grew its position in iShares MSCI EAFE Value ETF by 1.5% during the 3rd quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock worth $775,000 after purchasing an additional 199 shares in the last quarter. Whittier Trust Co. of Nevada Inc. raised its stake in iShares MSCI EAFE Value ETF by 2.2% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 10,153 shares of the company’s stock valued at $584,000 after purchasing an additional 215 shares during the period. Warner Financial Inc. lifted its holdings in shares of iShares MSCI EAFE Value ETF by 0.6% in the third quarter. Warner Financial Inc. now owns 38,591 shares of the company’s stock valued at $2,220,000 after purchasing an additional 227 shares in the last quarter. Finally, Prosperity Planning Inc. boosted its position in shares of iShares MSCI EAFE Value ETF by 2.8% in the fourth quarter. Prosperity Planning Inc. now owns 8,315 shares of the company’s stock worth $436,000 after buying an additional 229 shares during the period.

iShares MSCI EAFE Value ETF Trading Up 5.0 %

BATS:EFV opened at $54.85 on Wednesday. The business’s fifty day moving average price is $53.47 and its 200 day moving average price is $54.78. The firm has a market capitalization of $17.07 billion, a price-to-earnings ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a 1-year low of $49.15 and a 1-year high of $59.57.

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.