Copperleaf Capital LLC Grows Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Copperleaf Capital LLC increased its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 61.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 64,159 shares of the company’s stock after acquiring an additional 24,411 shares during the period. iShares MSCI EAFE Value ETF comprises approximately 2.1% of Copperleaf Capital LLC’s portfolio, making the stock its 11th largest position. Copperleaf Capital LLC’s holdings in iShares MSCI EAFE Value ETF were worth $3,366,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. FMR LLC grew its position in iShares MSCI EAFE Value ETF by 4.6% in the third quarter. FMR LLC now owns 19,209,588 shares of the company’s stock worth $1,105,128,000 after acquiring an additional 851,958 shares in the last quarter. JPMorgan Chase & Co. boosted its position in iShares MSCI EAFE Value ETF by 44.8% during the third quarter. JPMorgan Chase & Co. now owns 13,232,972 shares of the company’s stock valued at $761,293,000 after buying an additional 4,091,747 shares during the period. LPL Financial LLC boosted its position in iShares MSCI EAFE Value ETF by 91.4% during the third quarter. LPL Financial LLC now owns 12,773,389 shares of the company’s stock valued at $734,853,000 after buying an additional 6,101,266 shares during the period. US Bancorp DE boosted its position in iShares MSCI EAFE Value ETF by 4.7% during the third quarter. US Bancorp DE now owns 12,321,761 shares of the company’s stock valued at $708,885,000 after buying an additional 551,006 shares during the period. Finally, Park Avenue Securities LLC boosted its position in iShares MSCI EAFE Value ETF by 8.2% during the fourth quarter. Park Avenue Securities LLC now owns 6,175,871 shares of the company’s stock valued at $324,048,000 after buying an additional 465,660 shares during the period.

iShares MSCI EAFE Value ETF Stock Up 9.2 %

BATS EFV opened at $57.08 on Friday. The company has a 50-day simple moving average of $53.82 and a two-hundred day simple moving average of $54.86. iShares MSCI EAFE Value ETF has a 12-month low of $49.15 and a 12-month high of $59.57. The firm has a market cap of $17.76 billion, a price-to-earnings ratio of 10.89 and a beta of 0.70.

iShares MSCI EAFE Value ETF Company 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.