Vertex Planning Partners LLC Has $2.31 Million Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Vertex Planning Partners LLC grew its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 1.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 44,029 shares of the company’s stock after acquiring an additional 538 shares during the quarter. Vertex Planning Partners LLC’s holdings in iShares MSCI EAFE Value ETF were worth $2,310,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Cedar Mountain Advisors LLC acquired a new position in iShares MSCI EAFE Value ETF during the fourth quarter valued at approximately $35,000. Wagner Wealth Management LLC acquired a new stake in shares of iShares MSCI EAFE Value ETF in the 4th quarter valued at approximately $40,000. JNBA Financial Advisors acquired a new stake in shares of iShares MSCI EAFE Value ETF in the 4th quarter valued at approximately $42,000. PSI Advisors LLC grew its stake in shares of iShares MSCI EAFE Value ETF by 1,025.3% in the fourth quarter. PSI Advisors LLC now owns 934 shares of the company’s stock valued at $49,000 after buying an additional 851 shares in the last quarter. Finally, Capital Investment Advisory Services LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 96.2% during the 4th quarter. Capital Investment Advisory Services LLC now owns 1,764 shares of the company’s stock worth $93,000 after purchasing an additional 865 shares during the last quarter.

iShares MSCI EAFE Value ETF Stock Up 14.6 %

BATS:EFV opened at $59.91 on Friday. iShares MSCI EAFE Value ETF has a 12-month low of $51.05 and a 12-month high of $60.86. The stock’s 50 day moving average price is $57.22 and its two-hundred day moving average price is $55.64. The firm has a market capitalization of $20.73 billion, a price-to-earnings ratio of 13.02 and a beta of 0.82.

About iShares MSCI EAFE Value ETF

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.