Theory Financial LLC Has $3.32 Million Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Theory Financial LLC increased its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 15.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 63,347 shares of the company’s stock after purchasing an additional 8,684 shares during the period. iShares MSCI EAFE Value ETF comprises about 1.4% of Theory Financial LLC’s investment portfolio, making the stock its 25th biggest holding. Theory Financial LLC’s holdings in iShares MSCI EAFE Value ETF were worth $3,324,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Alpha Financial Partners LLC acquired a new stake in shares of iShares MSCI EAFE Value ETF during the 3rd quarter valued at $4,582,000. Pettinga Financial Advisors LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 162.3% during the 3rd quarter. Pettinga Financial Advisors LLC now owns 351,208 shares of the company’s stock valued at $20,205,000 after buying an additional 217,319 shares during the period. Arkadios Wealth Advisors boosted its stake in shares of iShares MSCI EAFE Value ETF by 13.3% during the 3rd quarter. Arkadios Wealth Advisors now owns 14,139 shares of the company’s stock valued at $813,000 after buying an additional 1,661 shares during the period. Wealth Enhancement Advisory Services LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 3.4% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 273,680 shares of the company’s stock valued at $15,745,000 after buying an additional 8,885 shares during the period. Finally, Modera Wealth Management LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 1.7% during the 3rd quarter. Modera Wealth Management LLC now owns 1,954,667 shares of the company’s stock valued at $112,452,000 after buying an additional 32,003 shares during the period.

iShares MSCI EAFE Value ETF Stock Up 8.8 %

Shares of BATS:EFV opened at $56.89 on Friday. The firm has a fifty day moving average of $54.05 and a two-hundred day moving average of $54.98. The firm has a market capitalization of $17.70 billion, a P/E ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a 12-month low of $49.15 and a 12-month 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.