Opes Wealth Management LLC Has $233,000 Stock Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Opes Wealth Management LLC trimmed its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 6.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,463 shares of the company’s stock after selling 332 shares during the quarter. Opes Wealth Management LLC’s holdings in iShares MSCI EAFE Value ETF were worth $233,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the stock. Moneta Group Investment Advisors LLC grew its holdings in iShares MSCI EAFE Value ETF by 92,577.7% during the 4th quarter. Moneta Group Investment Advisors LLC now owns 228,843,548 shares of the company’s stock worth $10,499,342,000 after acquiring an additional 228,596,624 shares during the last quarter. 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 during the last quarter. FMR LLC grew its holdings in iShares MSCI EAFE Value ETF by 1.5% during the 3rd quarter. FMR LLC now owns 15,301,450 shares of the company’s stock worth $748,700,000 after acquiring an additional 226,580 shares during the last quarter. LPL Financial LLC grew its holdings in iShares MSCI EAFE Value ETF by 31.8% during the 3rd quarter. LPL Financial LLC now owns 12,901,876 shares of the company’s stock worth $631,289,000 after acquiring an additional 3,114,614 shares during the last quarter. Finally, Morgan Stanley grew its holdings in iShares MSCI EAFE Value ETF by 8.3% during the 4th quarter. Morgan Stanley now owns 11,328,235 shares of the company’s stock worth $519,739,000 after acquiring an additional 872,912 shares during the last quarter.

iShares MSCI EAFE Value ETF Price Performance

EFV remained flat at $52.54 during trading on Thursday. 1,453,582 shares of the company’s stock were exchanged. iShares MSCI EAFE Value ETF has a 52-week low of $49.15 and a 52-week high of $59.57. The stock has a market capitalization of $17.65 billion, a PE ratio of 9.51 and a beta of 0.84. The stock has a 50 day moving average price of $52.98 and a two-hundred day moving average price of $51.14.

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.