GoalVest Advisory LLC Has $10.62 Million Position in iShares Core MSCI EAFE ETF $IEFA

GoalVest Advisory LLC boosted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA) by 14.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 121,675 shares of the company’s stock after acquiring an additional 15,277 shares during the quarter. iShares Core MSCI EAFE ETF accounts for 2.3% of GoalVest Advisory LLC’s portfolio, making the stock its 5th largest position. GoalVest Advisory LLC’s holdings in iShares Core MSCI EAFE ETF were worth $10,623,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Denver PWM LLC increased its holdings in shares of iShares Core MSCI EAFE ETF by 0.4% during the second quarter. Denver PWM LLC now owns 29,189 shares of the company’s stock valued at $2,437,000 after purchasing an additional 117 shares during the period. Rothschild Investment LLC lifted its holdings in iShares Core MSCI EAFE ETF by 4.4% in the second quarter. Rothschild Investment LLC now owns 2,830 shares of the company’s stock worth $236,000 after purchasing an additional 120 shares during the period. First Bank & Trust grew its position in iShares Core MSCI EAFE ETF by 0.6% in the 3rd quarter. First Bank & Trust now owns 21,171 shares of the company’s stock valued at $1,848,000 after buying an additional 123 shares in the last quarter. Cypress Wealth Services LLC increased its stake in iShares Core MSCI EAFE ETF by 1.2% during the 2nd quarter. Cypress Wealth Services LLC now owns 10,498 shares of the company’s stock valued at $876,000 after buying an additional 127 shares during the period. Finally, Allium Financial Advisors LLC increased its stake in iShares Core MSCI EAFE ETF by 4.5% during the 2nd quarter. Allium Financial Advisors LLC now owns 3,006 shares of the company’s stock valued at $251,000 after buying an additional 129 shares during the period.

iShares Core MSCI EAFE ETF Trading Up 29.5%

IEFA stock opened at $90.34 on Monday. The firm’s 50-day moving average is $88.66 and its two-hundred day moving average is $86.48. The company has a market capitalization of $154.47 billion, a price-to-earnings ratio of 16.18 and a beta of 0.84. iShares Core MSCI EAFE ETF has a 52 week low of $66.95 and a 52 week 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.