Liberty Wealth Management LLC Has $669,000 Position in iShares MSCI EAFE ETF $EFA

Liberty Wealth Management LLC lessened its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 13.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 7,487 shares of the exchange traded fund’s stock after selling 1,164 shares during the quarter. Liberty Wealth Management LLC’s holdings in iShares MSCI EAFE ETF were worth $669,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in EFA. Brighton Jones LLC raised its holdings in shares of iShares MSCI EAFE ETF by 5.3% during the 4th quarter. Brighton Jones LLC now owns 236,460 shares of the exchange traded fund’s stock valued at $17,879,000 after purchasing an additional 11,902 shares in the last quarter. Revolve Wealth Partners LLC acquired a new position in iShares MSCI EAFE ETF during the fourth quarter worth $629,000. PDS Planning Inc acquired a new position in iShares MSCI EAFE ETF during the first quarter worth $201,000. 3Chopt Investment Partners LLC bought a new position in iShares MSCI EAFE ETF during the first quarter valued at about $52,000. Finally, Highland Capital Management LLC raised its holdings in iShares MSCI EAFE ETF by 3.7% during the first quarter. Highland Capital Management LLC now owns 14,171 shares of the exchange traded fund’s stock valued at $1,158,000 after buying an additional 510 shares in the last quarter. 79.80% of the stock is owned by institutional investors.

iShares MSCI EAFE ETF Stock Performance

EFA opened at $95.04 on Monday. The company has a market cap of $68.54 billion, a PE ratio of 16.48 and a beta of 0.86. The stock has a 50-day moving average of $93.09 and a 200-day moving average of $89.37. iShares MSCI EAFE ETF has a 52-week low of $72.14 and a 52-week high of $95.53.

iShares MSCI EAFE ETF Company 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.