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iShares MSCI EAFE Value ETF (BATS:EFV) Stock Position Decreased by Aspiriant LLC

Aspiriant LLC lowered its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 21.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,368,391 shares of the company’s stock after selling 382,490 shares during the period. iShares MSCI EAFE Value ETF accounts […]
Blair William Co Mackenzie Financial Corp Cibc World Market Inc Securities Exchange Commission Vontobel Holding Ltd Company Profile
Source: wkrb13.com

Connable Office Inc. Has $9.35 Million Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Connable Office Inc. cut its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 52.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 203,787 shares of the company’s stock after selling 228,264 shares during the quarter. iShares MSCI EAFE Value […]
United Kingdom Value Index Fund Company Profile Tortoise Investment Management Bessemer Group Inc Wealth Management Inc

TrueWealth Advisors LLC Grows Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

TrueWealth Advisors LLC raised its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 6.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,769 shares of the company’s stock after acquiring an additional 497 shares during […]
United Kingdom Bessemer Group Inc Exchange Commission Truewealth Advisors Leelyn Smith Tortoise Investment Management
Source: wkrb13.com

Acorn Financial Advisory Services Inc. ADV Acquires 1,317 Shares of First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV)

Acorn Financial Advisory Services Inc. ADV raised its position in shares of First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Get Rating) by 26.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,236 shares of the company’s stock after acquiring […]
Asset Management Advisors Network Quarter For First Trust Dorsey Wright Securities Exchange Commission First Trust Dorsey Wright News Ratings For First Trust Dorsey Wright
Source: wkrb13.com

Maripau Wealth Management LLC Cuts Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Maripau Wealth Management LLC reduced its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 9.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 66,679 shares of the company’s stock after selling 6,564 shares […]
United Kingdom Maripau Wealth Management Value Index Fund Company Profile Cambridge Trust Co Wealth Management Inc
Source: wkrb13.com

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Summit Financial Strategies Inc. Has $3.12 Million Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Summit Financial Strategies Inc. decreased its position in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 43.8% during the 4th quarter, HoldingsChannel reports. The fund owned 68,101 shares of the company’s stock after selling 53,066 shares during the quarter. iShares MSCI EAFE Value ETF comprises about 0.7% of Summit Financial Strategies Inc.’s portfolio, […]
Summit Financial Strategies Inc Wesbanco Bank Inc First Heartland Consultants Inc Financial Corp Efficient Advisors Value Index Fund

iShares MSCI EAFE Value ETF (BATS:EFV) is Stone House Investment Management LLC's 7th Largest Position

Stone House Investment Management LLC grew its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 12.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 247,435 shares of the company’s stock after purchasing an additional 27,950 shares during the […]
Value Index Fund Exchange Commission Stone House Investment Management Ronald Blue Trust Inc Bank Julius Baer Co Ltd Zurich

Beacon Financial Advisory LLC Increases Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Beacon Financial Advisory LLC boosted its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 3.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,563 shares of the company’s stock after acquiring an additional 369 […]
Exchange Commission Value Index Fund Beacon Financial Advisory Ltd Zurich Bank Julius Baer Co Ronald Blue Trust Inc
Source: wkrb13.com

Falcon Wealth Planning Has $1.01 Million Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Falcon Wealth Planning grew its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 106.1% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 21,975 shares of the company’s stock after buying an additional 11,312 shares during the period. Falcon Wealth Planning’s holdings […]
United Kingdom Cambridge Trust Co Value Index Fund Bessemer Group Inc Tortoise Investment Management Leelyn Smith
Source: wkrb13.com

Vanguard Information Technology ETF (NYSEARCA:VGT) Shares Acquired by Flagship Private Wealth LLC

Falcon Wealth Planning lifted its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 106.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,975 shares of the company’s stock after purchasing an additional 11,312 shares during the quarter. […]
United Kingdom Leelyn Smith Tortoise Investment Management Exchange Commission Value Index Fund Bessemer Group Inc

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