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Beverly Hills Private Wealth LLC Buys 2,598 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Beverly Hills Private Wealth LLC boosted its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 25.6% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,743 shares of the company’s stock after acquiring an additional 2,598 […]
Beverly Hills Howe Rusling Inc Tompkins Financial Corp Barclays Plc Beverly Hills Private Wealth Coastal Investment Advisors Inc

iShares MSCI EAFE Value ETF (BATS:EFV) Stock Holdings Decreased by Marks Group Wealth Management Inc

Marks Group Wealth Management Inc trimmed its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 10.4% in the first quarter, HoldingsChannel reports. The firm owned 123,331 shares of the company’s stock after selling 14,240 shares during the period. Marks Group Wealth Management Inc’s holdings in iShares MSCI EAFE Value […]
Tompkins Financial Corp Barclays Plc Howe Rusling Inc Value Index Fund Securities Exchange Commission Central Bank Trust Co

Commonwealth Retirement Investments LLC Reduces Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Commonwealth Retirement Investments LLC cut its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 20.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,573 shares of the company’s stock after selling 7,751 shares during the quarter. Commonwealth […]
O Connor Financial Group Commonwealth Retirement Investments Value Index Fund Corepath Wealth Partners Central Bank Trust Co Exchange Commission

HHM Wealth Advisors LLC Invests $82,000 in iShares MSCI EAFE Value ETF (BATS:EFV)

HHM Wealth Advisors LLC purchased a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 1,683 shares of the company’s stock, valued at approximately $82,000. Other large investors also recently […]
Mackenzie Financial Corp Vontobel Holding Ltd Blair William Co Company Profile Exchange Commission Cibc World Market Inc

11,020 Shares in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV) Bought by Ergawealth Advisors Inc.

Ergawealth Advisors Inc. purchased a new stake in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 11,020 shares of the company’s stock, valued at approximately $497,000. First Trust […]
Newedge Advisors Moors Cabot Inc Citigroup Inc First Trust Dorsey Wright Advisory Group Blair William Co

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iShares MSCI EAFE Value ETF (BATS:EFV) Shares Purchased by Advisory Alpha LLC

Advisory Alpha LLC increased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 3.3% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 93,847 shares of the company’s stock after purchasing an additional 2,981 shares during the quarter. Advisory Alpha LLC’s […]
Coastal Investment Advisors Inc Central Bank Trust Co Howe Rusling Inc Value Index Fund Wealth Management Inc Advisory Alpha

Horst & Graben Wealth Management LLC Has $14.27 Million Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Horst & Graben Wealth Management LLC lessened its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 17.1% in the 1st quarter, Holdings Channel reports. The institutional investor owned 293,958 shares of the company’s stock after selling 60,598 shares during the period. iShares MSCI EAFE Value ETF comprises about 3.5% of Horst […]
Holdings Channel Telos Capital Management Inc Star Investment Management Corp Breakwater Capital Group Simplicity Wealth Horst Graben Wealth Management

IFG Advisory LLC Lowers Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

IFG Advisory LLC lessened its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 2.9% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 50,614 shares of the company’s stock after selling 1,538 shares during the period. IFG Advisory LLC’s holdings […]
Value Index Fund United Asset Strategies Inc Ifg Advisory Securities Exchange Commission A Davidson Pinnacle Financial Partners Inc

Peterson Financial Group Inc. Sells 486 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Peterson Financial Group Inc. cut its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 3.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,886 shares of the company’s stock after selling 486 shares during the […]
Securities Exchange Commission Blair William Co Mackenzie Financial Corp Peterson Financial Group Inc Value Index Fund Company Profile

147,249 Shares in iShares MSCI EAFE Value ETF (BATS:EFV) Acquired by Verdence Capital Advisors LLC

Verdence Capital Advisors LLC acquired a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) in the 1st quarter, HoldingsChannel.com reports. The firm acquired 147,249 shares of the company’s stock, valued at approximately $7,146,000. iShares MSCI EAFE Value ETF comprises approximately 0.9% of Verdence Capital Advisors LLC’s portfolio, making the […]
Verdence Capital Advisors Wealth Management Inc Howe Rusling Inc Central Bank Trust Co Value Index Fund Tompkins Financial Corp

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