TrueWealth Financial Partners Takes Position in iShares Core MSCI EAFE ETF $IEFA

TrueWealth Financial Partners purchased a new position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 11,632 shares of the company’s stock, valued at approximately $1,053,000. iShares Core MSCI EAFE ETF comprises about 0.4% of TrueWealth Financial Partners’ portfolio, making the stock its 23rd largest position.

Several other institutional investors have also modified their holdings of the company. Apella Capital LLC grew its position in shares of iShares Core MSCI EAFE ETF by 9.3% in the 4th quarter. Apella Capital LLC now owns 447,787 shares of the company’s stock valued at $40,059,000 after purchasing an additional 38,001 shares during the period. Colony Family Offices LLC raised its holdings in iShares Core MSCI EAFE ETF by 2.1% during the 4th quarter. Colony Family Offices LLC now owns 650,927 shares of the company’s stock worth $58,232,000 after buying an additional 13,562 shares during the period. Winthrop Advisory Group LLC raised its holdings in iShares Core MSCI EAFE ETF by 37.2% during the 4th quarter. Winthrop Advisory Group LLC now owns 22,200 shares of the company’s stock worth $1,986,000 after buying an additional 6,022 shares during the period. Whittier Trust Co. raised its holdings in iShares Core MSCI EAFE ETF by 5.1% during the 4th quarter. Whittier Trust Co. now owns 459,859 shares of the company’s stock worth $42,105,000 after buying an additional 22,502 shares during the period. Finally, Clayton Financial Group LLC lifted its stake in iShares Core MSCI EAFE ETF by 25.5% in the fourth quarter. Clayton Financial Group LLC now owns 70,167 shares of the company’s stock valued at $6,277,000 after buying an additional 14,263 shares in the last quarter.

iShares Core MSCI EAFE ETF Stock Up 2.8%

iShares Core MSCI EAFE ETF stock opened at $98.88 on Friday. The stock has a market capitalization of $169.08 billion, a PE ratio of 16.18 and a beta of 0.84. iShares Core MSCI EAFE ETF has a twelve month low of $81.17 and a twelve month high of $98.93. The company has a 50 day moving average of $96.90 and a 200-day moving average of $95.19.

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.