iShares Core MSCI EAFE ETF (BATS:IEFA) Stock Holdings Increased by Aspen Wealth Strategies LLC
by Teresa Graham · The Cerbat GemAspen Wealth Strategies LLC lifted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 5.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 89,751 shares of the company’s stock after purchasing an additional 4,665 shares during the quarter. iShares Core MSCI EAFE ETF accounts for approximately 4.5% of Aspen Wealth Strategies LLC’s investment portfolio, making the stock its 6th largest position. Aspen Wealth Strategies LLC’s holdings in iShares Core MSCI EAFE ETF were worth $7,005,000 at the end of the most recent quarter.
Several other large investors also recently bought and sold shares of IEFA. HCR Wealth Advisors raised its position in iShares Core MSCI EAFE ETF by 9.4% during the third quarter. HCR Wealth Advisors now owns 16,331 shares of the company’s stock valued at $1,275,000 after purchasing an additional 1,397 shares during the period. CWM LLC raised its holdings in iShares Core MSCI EAFE ETF by 60.6% during the 2nd quarter. CWM LLC now owns 336,898 shares of the company’s stock valued at $24,472,000 after buying an additional 127,082 shares during the period. QRG Capital Management Inc. raised its holdings in iShares Core MSCI EAFE ETF by 23.1% during the 2nd quarter. QRG Capital Management Inc. now owns 5,511 shares of the company’s stock valued at $400,000 after buying an additional 1,035 shares during the period. Goelzer Investment Management Inc. lifted its position in iShares Core MSCI EAFE ETF by 41.4% in the first quarter. Goelzer Investment Management Inc. now owns 4,168 shares of the company’s stock worth $309,000 after buying an additional 1,221 shares during the last quarter. Finally, WealthCare Investment Partners LLC boosted its stake in iShares Core MSCI EAFE ETF by 1.8% during the second quarter. WealthCare Investment Partners LLC now owns 35,826 shares of the company’s stock worth $2,602,000 after buying an additional 643 shares during the period.
iShares Core MSCI EAFE ETF Stock Down 0.6 %
IEFA stock opened at $73.78 on Friday. iShares Core MSCI EAFE ETF has a twelve month low of $56.55 and a twelve month high of $70.84. The stock has a market capitalization of $115.83 billion, a price-to-earnings ratio of 14.38 and a beta of 0.82. The firm’s fifty day simple moving average is $76.23 and its two-hundred day simple moving average is $74.56.
About iShares Core MSCI EAFE ETF
The iShares Core MSCI EAFE ETF (IEFA) is an exchange-traded fund that is based on the MSCI EAFE IMI index, a market-cap-weighted index of developed-market stocks in Europe, Australasia and the Far East, and excludes North America IEFA was launched on Oct 18, 2012 and is managed by BlackRock.
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