Liberty Wealth Management LLC Grows Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Liberty Wealth Management LLC increased its position in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 5.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,620 shares of the exchange traded fund’s stock after acquiring an additional 417 shares during the quarter. Liberty Wealth Management LLC’s holdings in iShares MSCI EAFE ETF were worth $652,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Hopwood Financial Services Inc. purchased a new stake in iShares MSCI EAFE ETF in the 4th quarter worth approximately $78,000. Parkworth Wealth Management Inc. purchased a new stake in iShares MSCI EAFE ETF in the 4th quarter worth approximately $32,000. Sequoia Financial Advisors LLC increased its holdings in iShares MSCI EAFE ETF by 3.0% in the 4th quarter. Sequoia Financial Advisors LLC now owns 18,615 shares of the exchange traded fund’s stock worth $1,407,000 after acquiring an additional 535 shares in the last quarter. Idaho Trust Bank increased its holdings in iShares MSCI EAFE ETF by 7.9% in the 4th quarter. Idaho Trust Bank now owns 169,998 shares of the exchange traded fund’s stock worth $12,853,000 after acquiring an additional 12,403 shares in the last quarter. Finally, New England Private Wealth Advisors LLC increased its holdings in iShares MSCI EAFE ETF by 0.7% in the 4th quarter. New England Private Wealth Advisors LLC now owns 57,550 shares of the exchange traded fund’s stock worth $4,351,000 after acquiring an additional 416 shares in the last quarter. 79.80% of the stock is owned by hedge funds and other institutional investors.

iShares MSCI EAFE ETF Price Performance

Shares of EFA opened at $82.16 on Wednesday. iShares MSCI EAFE ETF has a 1 year low of $73.91 and a 1 year high of $84.57. The company has a 50 day simple moving average of $79.55 and a two-hundred day simple moving average of $79.83. The firm has a market cap of $57.73 billion, a P/E ratio of 17.57 and a beta of 0.87.

iShares MSCI EAFE ETF 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.