Next Level Wealth Planning LLC Decreases Stock Position in iShares Core MSCI EAFE ETF $IEFA

Next Level Wealth Planning LLC trimmed its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 20.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 6,243 shares of the company’s stock after selling 1,565 shares during the quarter. iShares Core MSCI EAFE ETF makes up approximately 0.3% of Next Level Wealth Planning LLC’s investment portfolio, making the stock its 25th largest position. Next Level Wealth Planning LLC’s holdings in iShares Core MSCI EAFE ETF were worth $521,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in IEFA. Curat Global LLC purchased a new position in shares of iShares Core MSCI EAFE ETF in the first quarter worth about $26,000. WFA Asset Management Corp purchased a new stake in iShares Core MSCI EAFE ETF during the 1st quarter valued at about $26,000. Toth Financial Advisory Corp acquired a new stake in iShares Core MSCI EAFE ETF in the 2nd quarter valued at about $26,000. Family Legacy Financial Solutions LLC acquired a new stake in iShares Core MSCI EAFE ETF in the 2nd quarter valued at about $35,000. Finally, McClarren Financial Advisors Inc. lifted its stake in iShares Core MSCI EAFE ETF by 295.9% in the 1st quarter. McClarren Financial Advisors Inc. now owns 483 shares of the company’s stock worth $37,000 after purchasing an additional 361 shares in the last quarter.

iShares Core MSCI EAFE ETF Price Performance

Shares of iShares Core MSCI EAFE ETF stock opened at $88.81 on Monday. The stock’s 50 day simple moving average is $85.72 and its 200-day simple moving average is $81.83. The stock has a market cap of $151.86 billion, a P/E ratio of 16.18 and a beta of 0.84. iShares Core MSCI EAFE ETF has a 1-year low of $66.95 and a 1-year high of $87.36.

iShares Core MSCI EAFE ETF Company Profile

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.