Marks Group Wealth Management Inc Trims Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Marks Group Wealth Management Inc cut its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 13.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 153,014 shares of the company’s stock after selling 24,233 shares during the quarter. iShares MSCI EAFE Value ETF makes up approximately 0.9% of Marks Group Wealth Management Inc’s portfolio, making the stock its 27th biggest position. Marks Group Wealth Management Inc’s holdings in iShares MSCI EAFE Value ETF were worth $7,972,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in EFV. Envestnet Asset Management Inc. grew its holdings in iShares MSCI EAFE Value ETF by 20.6% during the 3rd quarter. Envestnet Asset Management Inc. now owns 55,715,653 shares of the company’s stock worth $2,726,167,000 after acquiring an additional 9,519,411 shares in the last quarter. FMR LLC grew its stake in shares of iShares MSCI EAFE Value ETF by 1.5% during the third quarter. FMR LLC now owns 15,301,450 shares of the company’s stock worth $748,700,000 after purchasing an additional 226,580 shares in the last quarter. LPL Financial LLC grew its stake in shares of iShares MSCI EAFE Value ETF by 31.8% during the third quarter. LPL Financial LLC now owns 12,901,876 shares of the company’s stock worth $631,289,000 after purchasing an additional 3,114,614 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in iShares MSCI EAFE Value ETF by 174.0% in the third quarter. JPMorgan Chase & Co. now owns 11,139,913 shares of the company’s stock valued at $545,079,000 after buying an additional 26,191,458 shares during the last quarter. Finally, Morgan Stanley raised its stake in iShares MSCI EAFE Value ETF by 17.6% in the third quarter. Morgan Stanley now owns 10,995,460 shares of the company’s stock valued at $538,008,000 after buying an additional 1,649,271 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

BATS EFV traded up $0.60 during trading on Monday, reaching $53.42. 1,152,653 shares of the company’s stock were exchanged. The company has a 50 day moving average price of $53.10 and a two-hundred day moving average price of $51.27. The stock has a market cap of $16.62 billion, a P/E ratio of 10.54 and a beta of 0.70. iShares MSCI EAFE Value ETF has a 1 year low of $49.15 and a 1 year high of $59.57.

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.