Montz Harcus Wealth Management LLC Grows Stake in iShares Core MSCI EAFE ETF $IEFA

Montz Harcus Wealth Management LLC lifted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA) by 7.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 142,895 shares of the company’s stock after purchasing an additional 10,092 shares during the period. iShares Core MSCI EAFE ETF accounts for about 4.5% of Montz Harcus Wealth Management LLC’s investment portfolio, making the stock its 7th biggest holding. Montz Harcus Wealth Management LLC’s holdings in iShares Core MSCI EAFE ETF were worth $13,801,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. CENTRAL TRUST Co boosted its holdings in iShares Core MSCI EAFE ETF by 12.9% during the first quarter. CENTRAL TRUST Co now owns 97,343 shares of the company’s stock valued at $8,812,000 after acquiring an additional 11,097 shares during the period. Patriot Financial Group Insurance Agency LLC grew its position in shares of iShares Core MSCI EAFE ETF by 112.6% in the first quarter. Patriot Financial Group Insurance Agency LLC now owns 18,778 shares of the company’s stock valued at $1,700,000 after purchasing an additional 9,946 shares during the last quarter. Arax Advisory Partners bought a new position in shares of iShares Core MSCI EAFE ETF in the fourth quarter worth about $5,786,000. Tennessee Valley Asset Management Partners increased its stake in shares of iShares Core MSCI EAFE ETF by 3.2% in the fourth quarter. Tennessee Valley Asset Management Partners now owns 380,919 shares of the company’s stock worth $34,077,000 after purchasing an additional 11,850 shares during the period. Finally, LPL Financial LLC lifted its position in shares of iShares Core MSCI EAFE ETF by 4.6% during the 4th quarter. LPL Financial LLC now owns 40,788,933 shares of the company’s stock worth $3,648,978,000 after purchasing an additional 1,799,732 shares during the last quarter.

iShares Core MSCI EAFE ETF Stock Up 1.1%

IEFA opened at $100.95 on Friday. The firm has a market capitalization of $172.62 billion, a P/E ratio of 16.18 and a beta of 0.84. The stock’s 50 day moving average price is $98.56 and its two-hundred day moving average price is $96.26. iShares Core MSCI EAFE ETF has a 12-month low of $84.98 and a 12-month high of $101.44.

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.