Compound Planning Inc. Sells 7,400 Shares of iShares MSCI EAFE Value ETF $EFV

Compound Planning Inc. trimmed its stake in iShares MSCI EAFE Value ETF (BATS:EFV) by 24.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,865 shares of the company’s stock after selling 7,400 shares during the quarter. Compound Planning Inc.’s holdings in iShares MSCI EAFE Value ETF were worth $1,551,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of EFV. JPMorgan Chase & Co. increased its position in iShares MSCI EAFE Value ETF by 28.6% during the second quarter. JPMorgan Chase & Co. now owns 15,814,518 shares of the company’s stock worth $1,003,906,000 after buying an additional 3,518,683 shares during the last quarter. Auto Owners Insurance Co lifted its holdings in shares of iShares MSCI EAFE Value ETF by 296.7% during the second quarter. Auto Owners Insurance Co now owns 3,963,000 shares of the company’s stock worth $251,571,000 after buying an additional 2,964,000 shares in the last quarter. MML Investors Services LLC raised its stake in iShares MSCI EAFE Value ETF by 68.6% in the 2nd quarter. MML Investors Services LLC now owns 5,691,240 shares of the company’s stock worth $361,280,000 after purchasing an additional 2,316,220 shares in the last quarter. Thrivent Financial for Lutherans raised its position in shares of iShares MSCI EAFE Value ETF by 5,094.0% in the third quarter. Thrivent Financial for Lutherans now owns 1,252,584 shares of the company’s stock valued at $84,962,000 after buying an additional 1,228,468 shares in the last quarter. Finally, Ameriprise Financial Inc. grew its position in iShares MSCI EAFE Value ETF by 30.2% during the second quarter. Ameriprise Financial Inc. now owns 5,266,058 shares of the company’s stock worth $334,826,000 after buying an additional 1,222,406 shares in the last quarter.

iShares MSCI EAFE Value ETF Price Performance

iShares MSCI EAFE Value ETF stock opened at $79.94 on Thursday. iShares MSCI EAFE Value ETF has a one year low of $51.87 and a one year high of $79.99. The firm has a market cap of $32.78 billion, a PE ratio of 12.17 and a beta of 0.73. The stock’s fifty day moving average price is $74.74 and its two-hundred day moving average price is $70.65.

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.