HighRoad Wealth Advisors LLC Takes Position in iShares MSCI EAFE ETF $EFA
by Jessica Moore · The Cerbat GemHighRoad Wealth Advisors LLC purchased a new stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 15,862 shares of the exchange traded fund’s stock, valued at approximately $1,523,000. iShares MSCI EAFE ETF comprises approximately 1.5% of HighRoad Wealth Advisors LLC’s portfolio, making the stock its 10th largest holding.
Other hedge funds also recently modified their holdings of the company. HMS Capital Management LLC lifted its holdings in shares of iShares MSCI EAFE ETF by 11.3% during the third quarter. HMS Capital Management LLC now owns 190,530 shares of the exchange traded fund’s stock worth $17,790,000 after purchasing an additional 19,371 shares during the period. Becker Capital Management Inc. increased its stake in iShares MSCI EAFE ETF by 5.9% in the third quarter. Becker Capital Management Inc. now owns 801,714 shares of the exchange traded fund’s stock valued at $74,856,000 after purchasing an additional 44,503 shares in the last quarter. Aegis Wealth Management LLC increased its position in shares of iShares MSCI EAFE ETF by 132.6% during the third quarter. Aegis Wealth Management LLC now owns 27,291 shares of the exchange traded fund’s stock worth $2,548,000 after acquiring an additional 15,559 shares in the last quarter. Atria Investments Inc boosted its holdings in iShares MSCI EAFE ETF by 7.7% during the third quarter. Atria Investments Inc now owns 424,296 shares of the exchange traded fund’s stock worth $39,616,000 after purchasing an additional 30,294 shares during the last quarter. Finally, Global Retirement Partners LLC boosted its holdings in iShares MSCI EAFE ETF by 26.1% during the third quarter. Global Retirement Partners LLC now owns 48,460 shares of the exchange traded fund’s stock worth $4,525,000 after purchasing an additional 10,032 shares during the last quarter. Institutional investors and hedge funds own 79.80% of the company’s stock.
iShares MSCI EAFE ETF Stock Performance
iShares MSCI EAFE ETF stock opened at $104.32 on Monday. The stock has a market cap of $76.99 billion, a PE ratio of 16.48 and a beta of 0.80. iShares MSCI EAFE ETF has a fifty-two week low of $80.09 and a fifty-two week high of $105.94. The firm’s 50-day simple moving average is $100.56 and its 200 day simple moving average is $97.78.
iShares MSCI EAFE ETF Company Profile
iShares MSCI EAFE ETF, formerly iShares MSCI EAFE Index Fund (the Fund), is an exchange-traded fund. The Fund’s investment objective is to seek investment results that correspond to the price and yield performance of its underlying index, MSCI EAFE Index (the Index). The Index has been developed by MSCI Inc as an equity benchmark for its international stock performance. The Index includes stocks from Europe, Australasia and the Far East. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.