CrossGen Wealth LLC Invests $1.55 Million in iShares Core MSCI EAFE ETF $IEFA

CrossGen Wealth LLC acquired a new position in iShares Core MSCI EAFE ETF (BATS:IEFA) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 17,325 shares of the company’s stock, valued at approximately $1,550,000. iShares Core MSCI EAFE ETF accounts for about 1.4% of CrossGen Wealth LLC’s portfolio, making the stock its 27th biggest position.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IEFA. Apella Capital LLC grew its position in shares of iShares Core MSCI EAFE ETF by 9.3% during the 4th quarter. Apella Capital LLC now owns 447,787 shares of the company’s stock worth $40,059,000 after buying an additional 38,001 shares during the period. Becker Capital Management Inc. lifted its position in shares of iShares Core MSCI EAFE ETF by 7.9% during the 3rd quarter. Becker Capital Management Inc. now owns 200,026 shares of the company’s stock valued at $17,464,000 after acquiring an additional 14,582 shares during the period. Clearstead Advisors LLC lifted its position in shares of iShares Core MSCI EAFE ETF by 11.0% during the 3rd quarter. Clearstead Advisors LLC now owns 844,736 shares of the company’s stock valued at $73,754,000 after acquiring an additional 83,798 shares during the period. Enclave Advisors LLC boosted its stake in iShares Core MSCI EAFE ETF by 22.9% during the fourth quarter. Enclave Advisors LLC now owns 151,627 shares of the company’s stock worth $13,565,000 after acquiring an additional 28,244 shares in the last quarter. Finally, Bare Financial Services Inc boosted its stake in iShares Core MSCI EAFE ETF by 2.5% during the third quarter. Bare Financial Services Inc now owns 360,613 shares of the company’s stock worth $31,485,000 after acquiring an additional 8,800 shares in the last quarter.

iShares Core MSCI EAFE ETF Trading Up 0.5%

BATS:IEFA opened at $97.29 on Friday. iShares Core MSCI EAFE ETF has a 12 month low of $79.82 and a 12 month high of $98.83. The stock has a market capitalization of $166.37 billion, a price-to-earnings ratio of 16.18 and a beta of 0.84. The firm has a fifty day simple moving average of $96.47 and a two-hundred day simple moving average of $93.72.

iShares Core MSCI EAFE ETF 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.