Shared Vision Wealth Group LLC Cuts Holdings in iShares MSCI EAFE Value ETF $EFV

Shared Vision Wealth Group LLC decreased its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 6.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 92,942 shares of the company’s stock after selling 6,853 shares during the period. iShares MSCI EAFE Value ETF makes up approximately 2.8% of Shared Vision Wealth Group LLC’s holdings, making the stock its 8th biggest position. Shared Vision Wealth Group LLC’s holdings in iShares MSCI EAFE Value ETF were worth $6,903,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Petersen Hastings Wealth Advisors Inc. bought a new position in iShares MSCI EAFE Value ETF in the 4th quarter worth about $2,131,000. Parallel Advisors LLC grew its position in iShares MSCI EAFE Value ETF by 128.8% in the 4th quarter. Parallel Advisors LLC now owns 9,697 shares of the company’s stock worth $693,000 after purchasing an additional 5,458 shares during the last quarter. Etesian Wealth Advisors Inc. grew its position in iShares MSCI EAFE Value ETF by 87.4% in the 4th quarter. Etesian Wealth Advisors Inc. now owns 17,517 shares of the company’s stock worth $1,251,000 after purchasing an additional 8,172 shares during the last quarter. J.W. Cole Advisors Inc. grew its position in iShares MSCI EAFE Value ETF by 3.6% in the 4th quarter. J.W. Cole Advisors Inc. now owns 41,423 shares of the company’s stock worth $2,958,000 after purchasing an additional 1,445 shares during the last quarter. Finally, Argent Advisors Inc. grew its position in iShares MSCI EAFE Value ETF by 7.4% in the 4th quarter. Argent Advisors Inc. now owns 8,500 shares of the company’s stock worth $607,000 after purchasing an additional 587 shares during the last quarter.

iShares MSCI EAFE Value ETF Trading Down 1.9%

BATS EFV opened at $76.90 on Friday. iShares MSCI EAFE Value ETF has a 52 week low of $61.29 and a 52 week high of $80.14. The stock has a market cap of $31.53 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. The company has a 50-day moving average price of $77.23 and a two-hundred day moving average price of $74.86.

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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.