Green Ridge Wealth Planning LLC Buys Shares of 9,367 iShares MSCI EAFE ETF $EFA

Green Ridge Wealth Planning LLC bought a new position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 9,367 shares of the exchange traded fund’s stock, valued at approximately $900,000.

A number of other institutional investors have also made changes to their positions in EFA. Northwestern Mutual Wealth Management Co. raised its stake in shares of iShares MSCI EAFE ETF by 359.5% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 11,306,948 shares of the exchange traded fund’s stock valued at $1,085,806,000 after acquiring an additional 8,846,240 shares during the period. Causeway Capital Management LLC increased its holdings in iShares MSCI EAFE ETF by 70,110.5% in the 3rd quarter. Causeway Capital Management LLC now owns 4,959,667 shares of the exchange traded fund’s stock valued at $463,084,000 after purchasing an additional 4,952,603 shares during the last quarter. Morgan Stanley raised its position in iShares MSCI EAFE ETF by 15.5% in the fourth quarter. Morgan Stanley now owns 31,617,599 shares of the exchange traded fund’s stock valued at $3,036,238,000 after purchasing an additional 4,244,605 shares during the period. Bank of America Corp DE raised its position in iShares MSCI EAFE ETF by 9.5% in the fourth quarter. Bank of America Corp DE now owns 40,215,965 shares of the exchange traded fund’s stock valued at $3,861,939,000 after purchasing an additional 3,481,849 shares during the period. Finally, Valpey Financial Services LLC lifted its stake in iShares MSCI EAFE ETF by 9,468.5% during the fourth quarter. Valpey Financial Services LLC now owns 2,091,588 shares of the exchange traded fund’s stock worth $200,855,000 after purchasing an additional 2,069,729 shares in the last quarter. 79.80% of the stock is currently owned by institutional investors and hedge funds.

iShares MSCI EAFE ETF Price Performance

EFA opened at $104.41 on Friday. iShares MSCI EAFE ETF has a 52 week low of $85.68 and a 52 week high of $105.94. The business has a fifty day simple moving average of $103.29 and a 200-day simple moving average of $100.46. The firm has a market cap of $77.05 billion, a P/E ratio of 16.48 and a beta of 0.78.

iShares MSCI EAFE ETF Profile

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.