Icon Wealth Advisors LLC Trims Stock Holdings in iShares MSCI EAFE Value ETF $EFV

Icon Wealth Advisors LLC cut its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 5.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 620,156 shares of the company’s stock after selling 33,967 shares during the period. iShares MSCI EAFE Value ETF comprises 2.9% of Icon Wealth Advisors LLC’s holdings, making the stock its 8th largest holding. Icon Wealth Advisors LLC owned approximately 0.15% of iShares MSCI EAFE Value ETF worth $44,285,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Clifford Group LLC increased its holdings in shares of iShares MSCI EAFE Value ETF by 0.4% in the 4th quarter. Clifford Group LLC now owns 84,957 shares of the company’s stock worth $6,067,000 after buying an additional 373 shares during the last quarter. Cornerstone Financial Management LLC bought a new position in iShares MSCI EAFE Value ETF during the 4th quarter valued at about $2,321,000. Droms Strauss Advisors Inc. MO ADV grew its holdings in iShares MSCI EAFE Value ETF by 6.5% during the 4th quarter. Droms Strauss Advisors Inc. MO ADV now owns 49,488 shares of the company’s stock valued at $3,534,000 after purchasing an additional 3,022 shares during the last quarter. Arax Advisory Partners bought a new position in iShares MSCI EAFE Value ETF during the 4th quarter valued at about $12,404,000. Finally, Atlas Capital Advisors Inc. bought a new position in iShares MSCI EAFE Value ETF during the 4th quarter valued at about $7,198,000.

iShares MSCI EAFE Value ETF Trading Up 0.5%

Shares of BATS:EFV opened at $78.95 on Friday. The company has a market capitalization of $32.37 billion, a price-to-earnings ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a 12 month low of $61.29 and a 12 month high of $80.14. The firm’s 50-day moving average is $77.67 and its 200 day moving average is $75.18.

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.