Physician Wealth Advisors Inc. Has $8.64 Million Stock Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Physician Wealth Advisors Inc. cut its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 27.1% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 165,122 shares of the company’s stock after selling 61,433 shares during the quarter. iShares MSCI EAFE Value ETF comprises approximately 1.8% of Physician Wealth Advisors Inc.’s holdings, making the stock its 14th largest position. Physician Wealth Advisors Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $8,642,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in EFV. JPMorgan Chase & Co. lifted its stake in shares of 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 worth $545,079,000 after buying an additional 26,191,458 shares during the last quarter. Baird Financial Group Inc. lifted its stake in shares of iShares MSCI EAFE Value ETF by 726.2% in the fourth quarter. Baird Financial Group Inc. now owns 2,261,406 shares of the company’s stock worth $117,819,000 after buying an additional 1,987,682 shares during the last quarter. Morgan Stanley lifted its stake in shares of 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 worth $538,008,000 after buying an additional 1,649,271 shares during the last quarter. Pathstone Holdings LLC acquired a new stake in shares of iShares MSCI EAFE Value ETF in the fourth quarter worth $51,355,000. Finally, Morningstar Investment Services LLC raised its stake in iShares MSCI EAFE Value ETF by 100.9% during the 4th quarter. Morningstar Investment Services LLC now owns 1,754,625 shares of the company’s stock valued at $91,293,000 after purchasing an additional 881,408 shares during the last quarter.

iShares MSCI EAFE Value ETF Trading Up 0.5 %

BATS:EFV traded up $0.24 during trading hours on Friday, hitting $53.04. 1,911,900 shares of the company traded hands. The stock has a market capitalization of $16.51 billion, a price-to-earnings ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a twelve month low of $49.15 and a twelve month high of $59.57. The firm has a 50-day moving average of $54.58 and a 200 day moving average of $53.15.

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.