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

Opes Wealth Management LLC lowered its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 6.9% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 4,463 shares of the company’s stock after selling 332 shares during the period. Opes Wealth Management LLC’s holdings […]
Envestnet Asset Management Inc Envestnet Portfolio Solutions Inc Jpmorgan Chase Co Value Index Fund Moneta Group Investment Advisors Opes Wealth Management

Zhang Financial LLC Cuts Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Zhang Financial LLC cut its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 1.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 85,707 shares of the company’s stock after selling 1,022 shares during the quarter. Zhang Financial LLC’s […]
Moneta Group Investment Advisors Jpmorgan Chase Co Value Index Fund Envestnet Portfolio Solutions Inc Envestnet Asset Management Inc Zhang Financial
Source: wkrb13.com

CNN CNN Newsroom With Wolf Blitzer June 4, 2024 15:41:00

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CNN CNN This Morning June 4, 2024 09:10:00

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CNN CNN News Central June 4, 2024 11:47:00

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CNN Anderson Cooper 360 June 4, 2024 08:15:00

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iShares MSCI EAFE Value ETF (BATS:EFV) Holdings Cut by Bay Harbor Wealth Management LLC

Bay Harbor Wealth Management LLC decreased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 5.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 144,681 shares of the company’s stock after selling 8,004 shares during the period. […]
Envestnet Portfolio Solutions Inc Bay Harbor Wealth Management Company Profile Moneta Group Investment Advisors Value Index Fund Exchange Commission

G&S Capital LLC Boosts Position in iShares MSCI EAFE Value ETF (BATS:EFV)

G&S Capital LLC lifted its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 2.2% in the fourth quarter, HoldingsChannel reports. The firm owned 40,570 shares of the company’s stock after buying an additional 872 shares during the period. G&S Capital LLC’s holdings in iShares MSCI EAFE Value ETF were worth $2,114,000 […]
Tompkins Financial Corp Gs Capital Howe Rusling Inc S Capital Value Index Fund Phillips Financial Management

G&S Capital LLC Has $2.11 Million Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

G&S Capital LLC increased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 2.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 40,570 shares of the company’s stock after acquiring an additional 872 shares during […]
Envestnet Asset Management Inc Gs Capital Moneta Group Investment Advisors Company Profile S Capital Value Index Fund
Source: wkrb13.com

Geneos Wealth Management Inc. Purchases 948 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Geneos Wealth Management Inc. increased its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 56,300 shares of the company’s stock after purchasing an additional 948 shares during the quarter. Geneos […]
Midwest Heritage Bank Hobart Private Capital Authentikos Wealth Advisory Geneos Wealth Management Inc Value Index Fund Geneos Wealth Management

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