AlTi Global Inc. Increases Stock Holdings in iShares MSCI EAFE ETF $EFA

AlTi Global Inc. lifted its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 1.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,222,715 shares of the exchange traded fund’s stock after buying an additional 69,780 shares during the quarter. iShares MSCI EAFE ETF makes up about 13.1% of AlTi Global Inc.’s holdings, making the stock its biggest holding. AlTi Global Inc.’s holdings in iShares MSCI EAFE ETF were worth $604,412,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Independent Wealth Network Inc. boosted its stake in iShares MSCI EAFE ETF by 0.9% during the first quarter. Independent Wealth Network Inc. now owns 11,480 shares of the exchange traded fund’s stock worth $1,115,000 after acquiring an additional 99 shares in the last quarter. Topsail Wealth Management LLC grew its holdings in iShares MSCI EAFE ETF by 0.4% in the first quarter. Topsail Wealth Management LLC now owns 24,254 shares of the exchange traded fund’s stock worth $2,356,000 after purchasing an additional 100 shares during the period. Palisade Asset Management LLC increased its stake in shares of iShares MSCI EAFE ETF by 0.3% during the fourth quarter. Palisade Asset Management LLC now owns 36,882 shares of the exchange traded fund’s stock valued at $3,542,000 after purchasing an additional 101 shares in the last quarter. Osborne Partners Capital Management LLC increased its stake in shares of iShares MSCI EAFE ETF by 0.6% during the fourth quarter. Osborne Partners Capital Management LLC now owns 16,955 shares of the exchange traded fund’s stock valued at $1,628,000 after purchasing an additional 104 shares in the last quarter. Finally, Atalanta Sosnoff Capital LLC lifted its holdings in shares of iShares MSCI EAFE ETF by 2.2% during the fourth quarter. Atalanta Sosnoff Capital LLC now owns 4,961 shares of the exchange traded fund’s stock valued at $476,000 after purchasing an additional 105 shares during the last quarter. 79.80% of the stock is currently owned by institutional investors.

iShares MSCI EAFE ETF Price Performance

iShares MSCI EAFE ETF stock opened at $103.33 on Monday. iShares MSCI EAFE ETF has a twelve month low of $86.74 and a twelve month high of $105.94. The company has a market capitalization of $76.51 billion, a P/E ratio of 16.48 and a beta of 0.78. The stock’s 50 day moving average is $103.78 and its 200 day moving average is $101.61.

About iShares MSCI EAFE ETF

iShares MSCI EAFE ETF, formerly iShares MSCI EAFE Index Fund (the Fund), is an exchange-traded fund. The Fund’s investment objective is to seek investment results that correspond to the price and yield performance of its underlying index, MSCI EAFE Index (the Index). The Index has been developed by MSCI Inc as an equity benchmark for its international stock performance. The Index includes stocks from Europe, Australasia and the Far East. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.