U.S. Capital Wealth Advisors Increases Stake in iShares MSCI EAFE Value ETF

U.S. Capital Wealth Advisors LLC has increased its stake in the iShares MSCI EAFE Value ETF (BATS:EFV) by 27.0% during the third quarter of this year, based on its latest 13F filing submitted to the Securities and Exchange Commission (SEC). Following this investment, the institutional investor now owns a total of 75,246 shares of the ETF, having acquired an additional 15,988 shares during the quarter. As of the end of the most recent quarter, the total value of U.S. Capital Wealth Advisors LLC's holdings in the iShares MSCI EAFE Value ETF was estimated at $4,329,000.

Several other institutional investors and hedge funds have also adjusted their positions in the iShares MSCI EAFE Value ETF recently. For instance, Syntegra Private Wealth Group LLC established a new position in EFV during the third quarter, valued at approximately $386,000. RCS Financial Planning LLC increased its holdings in the ETF by 54.0%, now owning 57,739 shares worth $3,322,000 after purchasing an additional 20,254 shares over the last quarter. Similarly, Private Advisor Group LLC boosted its stake in the iShares MSCI EAFE Value ETF by 42.1%, resulting in ownership of 260,448 shares valued at $14,984,000 after acquiring 77,102 additional shares. Tempus Wealth Planning LLC expanded its position by 12.3% during the same quarter, owning 23,289 shares worth $1,340,000 following the purchase of 2,557 more shares. Lastly, FSC Wealth Advisors LLC grew its stake by 25.5%, reaching ownership of 13,019 shares valued at $749,000 after buying an additional 2,647 shares during the quarter.

Performance of iShares MSCI EAFE Value ETF

As of Thursday, the iShares MSCI EAFE Value ETF was trading at $55.23. The ETF's fifty-day moving average stands at $56.41, while its two-hundred-day moving average is priced at $55.01. With a market capitalization of $17.19 billion, the ETF has a price-to-earnings ratio of 10.89 and a beta of 0.70. Over the past year, the iShares MSCI EAFE Value ETF has experienced a low of $49.15 and a high of $59.57.

About the iShares MSCI EAFE Value ETF

The iShares MSCI EAFE Value ETF, formerly known as the iShares MSCI EAFE Value Index Fund, is an exchange-traded fund (ETF) designed to mirror the price and yield performance of the MSCI EAFE Value Index. This index includes securities from various regions such as Europe, Australasia (including Australia and parts of Asia), and the Far East, specifically focusing on value stocks.

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