BWM Planning LLC Grows Stake in iShares Core MSCI EAFE ETF (BATS:IEFA)

BWM Planning LLC lifted its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 0.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 39,627 shares of the company’s stock after acquiring an additional 216 shares during the quarter. iShares Core MSCI EAFE ETF accounts for about 1.2% of BWM Planning LLC’s investment portfolio, making the stock its 23rd largest holding. BWM Planning LLC’s holdings in iShares Core MSCI EAFE ETF were worth $2,785,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Darwin Wealth Management LLC bought a new stake in iShares Core MSCI EAFE ETF during the 3rd quarter worth approximately $30,000. St. Johns Investment Management Company LLC bought a new position in shares of iShares Core MSCI EAFE ETF in the 3rd quarter worth $37,000. FSA Wealth Management LLC bought a new position in shares of iShares Core MSCI EAFE ETF in the 3rd quarter worth $38,000. Union Savings Bank increased its holdings in shares of iShares Core MSCI EAFE ETF by 39.6% in the 4th quarter. Union Savings Bank now owns 501 shares of the company’s stock worth $35,000 after buying an additional 142 shares during the last quarter. Finally, Breakwater Investment Management bought a new position in shares of iShares Core MSCI EAFE ETF in the 4th quarter worth $36,000.

iShares Core MSCI EAFE ETF Price Performance

Shares of BATS:IEFA opened at $73.48 on Wednesday. The company’s fifty day moving average price is $71.97 and its 200-day moving average price is $73.91. The firm has a market capitalization of $115.36 billion, a price-to-earnings ratio of 14.38 and a beta of 0.82. iShares Core MSCI EAFE ETF has a one year low of $56.55 and a one year high of $70.84.

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.