Forza Wealth Management LLC Cuts Stake in iShares Core MSCI EAFE ETF (BATS:IEFA)

Forza Wealth Management LLC lowered its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 10.1% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,041 shares of the company’s stock after selling 1,693 shares during the period. Forza Wealth Management LLC’s holdings in iShares Core MSCI EAFE ETF were worth $1,057,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in IEFA. Winthrop Advisory Group LLC lifted its position in shares of iShares Core MSCI EAFE ETF by 4.3% in the 4th quarter. Winthrop Advisory Group LLC now owns 3,666 shares of the company’s stock worth $258,000 after purchasing an additional 151 shares during the period. NorthRock Partners LLC lifted its position in shares of iShares Core MSCI EAFE ETF by 2.7% in the 3rd quarter. NorthRock Partners LLC now owns 5,895 shares of the company’s stock worth $460,000 after purchasing an additional 153 shares during the period. AlTi Global Inc. lifted its position in shares of iShares Core MSCI EAFE ETF by 0.8% in the 2nd quarter. AlTi Global Inc. now owns 21,263 shares of the company’s stock worth $1,545,000 after purchasing an additional 165 shares during the period. Glass Jacobson Investment Advisors llc lifted its position in shares of iShares Core MSCI EAFE ETF by 2.0% in the 3rd quarter. Glass Jacobson Investment Advisors llc now owns 8,542 shares of the company’s stock worth $667,000 after purchasing an additional 166 shares during the period. Finally, Community Financial Services Group LLC increased its stake in shares of iShares Core MSCI EAFE ETF by 3.0% in the 3rd quarter. Community Financial Services Group LLC now owns 6,171 shares of the company’s stock worth $482,000 after acquiring an additional 178 shares in the last quarter.

iShares Core MSCI EAFE ETF Stock Performance

Shares of iShares Core MSCI EAFE ETF stock traded down $1.08 during trading on Monday, hitting $69.75. The company’s stock had a trading volume of 11,696,625 shares. The company has a fifty day simple moving average of $72.29 and a two-hundred day simple moving average of $74.07. The company has a market capitalization of $109.51 billion, a PE ratio of 14.38 and a beta of 0.82. iShares Core MSCI EAFE ETF has a 52 week low of $56.55 and a 52 week high of $70.84.

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.