Wingate Wealth Advisors Inc. Purchases Shares of 35,671 iShares MSCI EAFE Value ETF (BATS:EFV)

Wingate Wealth Advisors Inc. acquired a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 35,671 shares of the company’s stock, valued at approximately $1,872,000. iShares MSCI EAFE Value ETF accounts for about 1.8% of Wingate Wealth Advisors Inc.’s portfolio, making the stock its 13th largest holding.

Several other institutional investors have also made changes to their positions in EFV. Asset Dedication LLC lifted its stake in iShares MSCI EAFE Value ETF by 1.5% during the third quarter. Asset Dedication LLC now owns 13,465 shares of the company’s stock worth $775,000 after purchasing an additional 199 shares during the period. DAVENPORT & Co LLC lifted its position in shares of iShares MSCI EAFE Value ETF by 1.2% during the 4th quarter. DAVENPORT & Co LLC now owns 17,855 shares of the company’s stock worth $937,000 after buying an additional 207 shares during the period. Whittier Trust Co. of Nevada Inc. lifted its position in shares of 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 worth $584,000 after buying an additional 215 shares during the period. Warner Financial Inc. boosted its stake in iShares MSCI EAFE Value ETF by 0.6% in the 3rd quarter. Warner Financial Inc. now owns 38,591 shares of the company’s stock valued at $2,220,000 after buying an additional 227 shares in the last quarter. Finally, Prosperity Planning Inc. grew its position in 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 valued at $436,000 after acquiring an additional 229 shares during the period.

iShares MSCI EAFE Value ETF Price Performance

iShares MSCI EAFE Value ETF stock opened at $55.58 on Monday. iShares MSCI EAFE Value ETF has a 52-week low of $49.15 and a 52-week high of $59.57. The stock has a fifty day moving average price of $53.67 and a two-hundred day moving average price of $54.79. The firm has a market capitalization of $17.30 billion, a P/E ratio of 10.89 and a beta of 0.70.

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.