Compound Planning Inc. Purchases 13,350 Shares of iShares MSCI EAFE Value ETF $EFV

Compound Planning Inc. grew its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 60.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 35,520 shares of the company’s stock after buying an additional 13,350 shares during the quarter. Compound Planning Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $2,641,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Auto Owners Insurance Co lifted its stake in iShares MSCI EAFE Value ETF by 8,167.2% in the fourth quarter. Auto Owners Insurance Co now owns 327,629,080 shares of the company’s stock worth $2,339,599,000 after acquiring an additional 323,666,080 shares during the period. MML Investors Services LLC increased its position in iShares MSCI EAFE Value ETF by 68.6% during the 2nd quarter. MML Investors Services LLC now owns 5,691,240 shares of the company’s stock valued at $361,280,000 after purchasing an additional 2,316,220 shares during the period. Schroder Investment Management Group bought a new stake in shares of iShares MSCI EAFE Value ETF in the 4th quarter valued at about $101,217,000. Ameriprise Financial Inc. raised its holdings in shares of iShares MSCI EAFE Value ETF by 30.2% in the 2nd quarter. Ameriprise Financial Inc. now owns 5,266,058 shares of the company’s stock valued at $334,826,000 after purchasing an additional 1,222,406 shares in the last quarter. Finally, Bank of America Corp DE lifted its position in shares of iShares MSCI EAFE Value ETF by 11.5% in the 2nd quarter. Bank of America Corp DE now owns 9,719,462 shares of the company’s stock worth $616,991,000 after purchasing an additional 999,564 shares during the period.

iShares MSCI EAFE Value ETF Stock Performance

Shares of EFV opened at $79.05 on Friday. The company has a 50 day moving average price of $77.85 and a 200-day moving average price of $76.58. iShares MSCI EAFE Value ETF has a fifty-two week low of $62.89 and a fifty-two week high of $80.14. The stock has a market capitalization of $32.41 billion, a PE ratio of 12.17 and a beta of 0.73.

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. The Fund invests in sectors, such as financials, energy, healthcare, telecommunication services, industrials, utilities, consumer discretionary, materials, information technology and consumer staples.