LVW Advisors LLC Grows Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

LVW Advisors LLC raised its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 19.5% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,515 shares of the company’s stock after purchasing an additional 6,116 shares during the period. LVW Advisors LLC’s holdings in iShares MSCI EAFE Value ETF were worth $2,041,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in EFV. O Shaughnessy Asset Management LLC lifted its holdings in iShares MSCI EAFE Value ETF by 22.4% in the 3rd quarter. O Shaughnessy Asset Management LLC now owns 9,997 shares of the company’s stock valued at $489,000 after purchasing an additional 1,828 shares in the last quarter. Qube Research & Technologies Ltd lifted its holdings in iShares MSCI EAFE Value ETF by 8,678.2% in the 3rd quarter. Qube Research & Technologies Ltd now owns 641,947 shares of the company’s stock valued at $31,410,000 after purchasing an additional 634,634 shares in the last quarter. Ancora Advisors LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 70.0% during the 3rd quarter. Ancora Advisors LLC now owns 33,208 shares of the company’s stock valued at $1,625,000 after acquiring an additional 13,679 shares during the last quarter. Waverly Advisors LLC increased its stake in shares of iShares MSCI EAFE Value ETF by 1.4% during the 3rd quarter. Waverly Advisors LLC now owns 41,034 shares of the company’s stock valued at $2,008,000 after acquiring an additional 555 shares during the last quarter. Finally, Per Stirling Capital Management LLC. acquired a new position in shares of iShares MSCI EAFE Value ETF during the 3rd quarter valued at about $336,000.

iShares MSCI EAFE Value ETF Price Performance

BATS EFV opened at $53.04 on Monday. iShares MSCI EAFE Value ETF has a 12 month low of $49.15 and a 12 month high of $59.57. The company has a 50-day moving average of $54.58 and a 200-day moving average of $53.16. The company has a market cap of $16.51 billion, a P/E ratio of 10.89 and a beta of 0.70.

iShares MSCI EAFE Value ETF 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.