Asset Dedication LLC trimmed its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 13.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 106,544 shares of the company’s stock after selling 16,758 shares during the period. iShares Core MSCI EAFE ETF comprises 0.6% of Asset Dedication LLC’s portfolio, making the stock its 28th largest position. Asset Dedication LLC’s holdings in iShares Core MSCI EAFE ETF were worth $7,488,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also recently modified their holdings of IEFA. AQR Capital Management LLC raised its stake in shares of iShares Core MSCI EAFE ETF by 88.9% during the second quarter. AQR Capital Management LLC now owns 25,979 shares of the company’s stock valued at $1,887,000 after acquiring an additional 12,225 shares during the last quarter. Gateway Wealth Partners LLC increased its position in shares of iShares Core MSCI EAFE ETF by 9.7% during the second quarter. Gateway Wealth Partners LLC now owns 4,382 shares of the company’s stock valued at $318,000 after buying an additional 388 shares during the period. Kimelman & Baird LLC purchased a new position in shares of iShares Core MSCI EAFE ETF during the second quarter valued at about $39,000. EP Wealth Advisors LLC increased its position in shares of iShares Core MSCI EAFE ETF by 1.7% during the second quarter. EP Wealth Advisors LLC now owns 61,830 shares of the company’s stock valued at $4,491,000 after buying an additional 1,016 shares during the period. Finally, Granite Bay Wealth Management LLC purchased a new position in shares of iShares Core MSCI EAFE ETF during the second quarter valued at about $776,000.
iShares Core MSCI EAFE ETF Price Performance
Shares of BATS IEFA opened at $73.48 on Wednesday. iShares Core MSCI EAFE ETF has a 1 year low of $56.55 and a 1 year high of $70.84. The company’s 50-day moving average is $71.97 and its 200 day moving average is $73.91. The stock has a market capitalization of $115.36 billion, a P/E ratio of 14.38 and a beta of 0.82.
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.
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