Sax Wealth Advisors LLC Has $2.31 Million Position in iShares Core MSCI EAFE ETF $IEFA

Sax Wealth Advisors LLC raised its stake in iShares Core MSCI EAFE ETF (BATS:IEFA) by 7.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 27,712 shares of the company’s stock after purchasing an additional 1,965 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares Core MSCI EAFE ETF were worth $2,313,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. MBA Advisors LLC grew its stake in shares of iShares Core MSCI EAFE ETF by 2.3% in the second quarter. MBA Advisors LLC now owns 5,730 shares of the company’s stock valued at $478,000 after acquiring an additional 130 shares in the last quarter. Kingsman Wealth Management Inc. grew its stake in shares of iShares Core MSCI EAFE ETF by 1.8% in the second quarter. Kingsman Wealth Management Inc. now owns 7,480 shares of the company’s stock valued at $624,000 after acquiring an additional 134 shares in the last quarter. Salem Investment Counselors Inc. grew its stake in shares of iShares Core MSCI EAFE ETF by 1.1% in the second quarter. Salem Investment Counselors Inc. now owns 12,109 shares of the company’s stock valued at $1,011,000 after acquiring an additional 137 shares in the last quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its stake in shares of iShares Core MSCI EAFE ETF by 0.6% in the first quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 25,692 shares of the company’s stock valued at $1,963,000 after acquiring an additional 144 shares in the last quarter. Finally, Hanson & Doremus Investment Management grew its stake in shares of iShares Core MSCI EAFE ETF by 40.4% in the first quarter. Hanson & Doremus Investment Management now owns 511 shares of the company’s stock valued at $39,000 after acquiring an additional 147 shares in the last quarter.

iShares Core MSCI EAFE ETF Stock Performance

IEFA stock opened at $88.20 on Wednesday. The company’s 50-day simple moving average is $85.93 and its 200 day simple moving average is $81.97. iShares Core MSCI EAFE ETF has a 52 week low of $66.95 and a 52 week high of $87.36. The company has a market capitalization of $150.81 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.