Copperleaf Capital LLC Raises Position in iShares MSCI EAFE Value ETF $EFV

Copperleaf Capital LLC increased its position in iShares MSCI EAFE Value ETF (BATS:EFV) by 54.5% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 76,325 shares of the company’s stock after purchasing an additional 26,910 shares during the period. iShares MSCI EAFE Value ETF accounts for about 2.5% of Copperleaf Capital LLC’s investment portfolio, making the stock its 7th biggest holding. Copperleaf Capital LLC’s holdings in iShares MSCI EAFE Value ETF were worth $5,177,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Gilliland Jeter Wealth Management LLC grew its position in shares of iShares MSCI EAFE Value ETF by 87.1% in the 3rd quarter. Gilliland Jeter Wealth Management LLC now owns 6,043 shares of the company’s stock worth $410,000 after acquiring an additional 2,813 shares in the last quarter. Blalock Williams LLC acquired a new stake in shares of iShares MSCI EAFE Value ETF during the 3rd quarter valued at approximately $3,012,000. Octavia Wealth Advisors LLC lifted its stake in iShares MSCI EAFE Value ETF by 4.0% during the third quarter. Octavia Wealth Advisors LLC now owns 519,279 shares of the company’s stock worth $35,223,000 after purchasing an additional 19,993 shares during the last quarter. Well Done LLC boosted its holdings in iShares MSCI EAFE Value ETF by 3.7% in the third quarter. Well Done LLC now owns 6,455 shares of the company’s stock worth $438,000 after purchasing an additional 230 shares during the period. Finally, Avantra Family Wealth Inc. boosted its holdings in iShares MSCI EAFE Value ETF by 63.0% in the third quarter. Avantra Family Wealth Inc. now owns 19,062 shares of the company’s stock worth $1,293,000 after purchasing an additional 7,368 shares during the period.

iShares MSCI EAFE Value ETF Stock Performance

Shares of BATS:EFV opened at $73.34 on Friday. The company’s fifty day moving average is $70.89 and its two-hundred day moving average is $68.03. iShares MSCI EAFE Value ETF has a 1-year low of $51.05 and a 1-year high of $66.83. The stock has a market capitalization of $30.07 billion, a price-to-earnings 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.