WBH Advisory Inc. Has $18.25 Million Holdings in iShares Core MSCI EAFE ETF $IEFA

WBH Advisory Inc. lifted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA) by 4.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 203,994 shares of the company’s stock after purchasing an additional 9,046 shares during the quarter. iShares Core MSCI EAFE ETF accounts for approximately 1.4% of WBH Advisory Inc.’s investment portfolio, making the stock its 22nd biggest holding. WBH Advisory Inc.’s holdings in iShares Core MSCI EAFE ETF were worth $18,249,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. NorthLanding Financial Partners LLC grew its position in iShares Core MSCI EAFE ETF by 3.4% in the fourth quarter. NorthLanding Financial Partners LLC now owns 261,729 shares of the company’s stock valued at $23,414,000 after purchasing an additional 8,547 shares in the last quarter. Pursuit Wealth Management LLC acquired a new position in shares of iShares Core MSCI EAFE ETF during the 4th quarter worth about $735,000. Parcion Private Wealth LLC boosted its stake in shares of iShares Core MSCI EAFE ETF by 1.1% during the 4th quarter. Parcion Private Wealth LLC now owns 1,015,610 shares of the company’s stock worth $90,856,000 after buying an additional 10,845 shares during the last quarter. Kelman Lazarov Inc. grew its holdings in shares of iShares Core MSCI EAFE ETF by 10.1% in the 4th quarter. Kelman Lazarov Inc. now owns 9,498 shares of the company’s stock valued at $850,000 after acquiring an additional 869 shares in the last quarter. Finally, Provenance Wealth Advisors LLC grew its holdings in shares of iShares Core MSCI EAFE ETF by 20.4% in the 4th quarter. Provenance Wealth Advisors LLC now owns 1,289 shares of the company’s stock valued at $115,000 after acquiring an additional 218 shares in the last quarter.

iShares Core MSCI EAFE ETF Stock Performance

BATS:IEFA opened at $96.18 on Friday. iShares Core MSCI EAFE ETF has a 52-week low of $74.50 and a 52-week high of $98.83. The company has a market cap of $164.47 billion, a P/E ratio of 16.18 and a beta of 0.84. The stock’s 50-day simple moving average is $93.79 and its 200 day simple moving average is $91.07.

iShares Core MSCI EAFE ETF 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.