Endowment Wealth Management Inc. Has $5.74 Million Stock Holdings in iShares MSCI EAFE ETF $EFA

Endowment Wealth Management Inc. grew its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 62.4% in the 4th quarter, Holdings Channel reports. The fund owned 59,793 shares of the exchange traded fund’s stock after purchasing an additional 22,976 shares during the quarter. iShares MSCI EAFE ETF accounts for 2.6% of Endowment Wealth Management Inc.’s portfolio, making the stock its 9th biggest position. Endowment Wealth Management Inc.’s holdings in iShares MSCI EAFE ETF were worth $5,742,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. Northern Trust Corp increased its holdings in shares of iShares MSCI EAFE ETF by 0.9% in the third quarter. Northern Trust Corp now owns 21,097,652 shares of the exchange traded fund’s stock worth $1,969,888,000 after acquiring an additional 184,934 shares in the last quarter. Northwestern Mutual Investment Management Company LLC increased its holdings in shares of iShares MSCI EAFE ETF by 13.9% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 15,736,766 shares of the exchange traded fund’s stock worth $1,511,202,000 after acquiring an additional 1,922,902 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares MSCI EAFE ETF by 359.5% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 11,306,948 shares of the exchange traded fund’s stock worth $1,085,806,000 after acquiring an additional 8,846,240 shares in the last quarter. AlTi Global Inc. increased its holdings in shares of iShares MSCI EAFE ETF by 2.4% in the third quarter. AlTi Global Inc. now owns 6,000,422 shares of the exchange traded fund’s stock worth $560,259,000 after acquiring an additional 141,445 shares in the last quarter. Finally, Causeway Capital Management LLC increased its holdings in shares of iShares MSCI EAFE ETF by 70,110.5% in the third quarter. Causeway Capital Management LLC now owns 4,959,667 shares of the exchange traded fund’s stock worth $463,084,000 after acquiring an additional 4,952,603 shares in the last quarter. 79.80% of the stock is currently owned by institutional investors.

iShares MSCI EAFE ETF Price Performance

Shares of iShares MSCI EAFE ETF stock opened at $103.98 on Tuesday. iShares MSCI EAFE ETF has a 1 year low of $85.68 and a 1 year high of $105.94. The business has a 50-day moving average of $100.54 and a two-hundred day moving average of $99.18. The company has a market capitalization of $76.74 billion, a P/E ratio of 16.48 and a beta of 0.78.

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. 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.