Connecticut Wealth Management LLC Boosts Stake in iShares Core MSCI EAFE ETF $IEFA

Connecticut Wealth Management LLC boosted its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 7.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,336,234 shares of the company’s stock after acquiring an additional 171,185 shares during the period. iShares Core MSCI EAFE ETF accounts for about 9.1% of Connecticut Wealth Management LLC’s portfolio, making the stock its biggest position. Connecticut Wealth Management LLC owned about 0.14% of iShares Core MSCI EAFE ETF worth $208,999,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Peterson Wealth Services increased its stake in iShares Core MSCI EAFE ETF by 5,858.1% during the 4th quarter. Peterson Wealth Services now owns 15,491 shares of the company’s stock worth $1,386,000 after acquiring an additional 15,231 shares during the period. Founders Financial Alliance LLC increased its stake in iShares Core MSCI EAFE ETF by 1.4% during the 4th quarter. Founders Financial Alliance LLC now owns 8,586 shares of the company’s stock worth $768,000 after acquiring an additional 118 shares during the period. RKL Wealth Management LLC increased its stake in iShares Core MSCI EAFE ETF by 6.1% during the 4th quarter. RKL Wealth Management LLC now owns 1,260,786 shares of the company’s stock worth $112,790,000 after acquiring an additional 72,562 shares during the period. Oath Planning LLC bought a new position in iShares Core MSCI EAFE ETF during the 4th quarter worth $593,000. Finally, Great Valley Advisor Group Inc. increased its stake in iShares Core MSCI EAFE ETF by 10.4% during the 4th quarter. Great Valley Advisor Group Inc. now owns 89,668 shares of the company’s stock worth $8,022,000 after acquiring an additional 8,452 shares during the period.

iShares Core MSCI EAFE ETF Price Performance

iShares Core MSCI EAFE ETF stock opened at $97.79 on Friday. The stock’s fifty day moving average price is $95.91 and its two-hundred day moving average price is $93.40. iShares Core MSCI EAFE ETF has a one year low of $79.82 and a one year high of $98.83. The firm has a market cap of $167.22 billion, a PE ratio of 16.18 and a beta of 0.84.

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.