Concorde Asset Management LLC Grows Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Concorde Asset Management LLC increased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 9.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 31,656 shares of the company’s stock after purchasing an additional 2,824 shares during the quarter. iShares MSCI EAFE Value ETF makes up approximately 0.9% of Concorde Asset Management LLC’s investment portfolio, making the stock its 26th largest position. Concorde Asset Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $1,661,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the company. Disciplined Investments LLC boosted its stake in iShares MSCI EAFE Value ETF by 0.3% during the 4th quarter. Disciplined Investments LLC now owns 61,789 shares of the company’s stock worth $3,242,000 after purchasing an additional 202 shares during the last quarter. DAVENPORT & Co LLC lifted its stake in shares of iShares MSCI EAFE Value ETF by 1.2% in the fourth quarter. DAVENPORT & Co LLC now owns 17,855 shares of the company’s stock worth $937,000 after buying an additional 207 shares in the last quarter. Prosperity Planning Inc. boosted its position in iShares MSCI EAFE Value ETF by 2.8% during the fourth quarter. Prosperity Planning Inc. now owns 8,315 shares of the company’s stock worth $436,000 after acquiring an additional 229 shares during the last quarter. Avior Wealth Management LLC grew its stake in iShares MSCI EAFE Value ETF by 5.0% during the 4th quarter. Avior Wealth Management LLC now owns 4,936 shares of the company’s stock valued at $259,000 after acquiring an additional 236 shares in the last quarter. Finally, Ifrah Financial Services Inc. raised its holdings in iShares MSCI EAFE Value ETF by 0.5% in the 4th quarter. Ifrah Financial Services Inc. now owns 46,120 shares of the company’s stock valued at $2,420,000 after acquiring an additional 238 shares during the last quarter.

iShares MSCI EAFE Value ETF Price Performance

EFV opened at $55.12 on Friday. The firm has a market capitalization of $18.98 billion, a price-to-earnings ratio of 11.63 and a beta of 0.70. The company’s 50 day simple moving average is $57.62 and its two-hundred day simple moving average is $55.62. iShares MSCI EAFE Value ETF has a 1-year low of $51.05 and a 1-year high of $60.86.

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.