CrossGen Wealth LLC Has $2.46 Million Stake in iShares Core MSCI EAFE ETF $IEFA

CrossGen Wealth LLC boosted its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 57.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,199 shares of the company’s stock after acquiring an additional 9,874 shares during the quarter. iShares Core MSCI EAFE ETF accounts for approximately 2.2% of CrossGen Wealth LLC’s investment portfolio, making the stock its 13th biggest holding. CrossGen Wealth LLC’s holdings in iShares Core MSCI EAFE ETF were worth $2,462,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Breakwater Capital Group grew its position in shares of iShares Core MSCI EAFE ETF by 0.8% in the 1st quarter. Breakwater Capital Group now owns 12,963 shares of the company’s stock valued at $1,174,000 after acquiring an additional 105 shares during the period. LGL Partners LLC raised its holdings in shares of iShares Core MSCI EAFE ETF by 0.3% in the 4th quarter. LGL Partners LLC now owns 33,979 shares of the company’s stock valued at $3,040,000 after purchasing an additional 108 shares during the period. Insight Inv LLC lifted its stake in iShares Core MSCI EAFE ETF by 2.4% in the 4th quarter. Insight Inv LLC now owns 4,781 shares of the company’s stock valued at $428,000 after purchasing an additional 110 shares during the last quarter. Fairvoy Private Wealth LLC lifted its stake in iShares Core MSCI EAFE ETF by 4.6% in the 4th quarter. Fairvoy Private Wealth LLC now owns 2,530 shares of the company’s stock valued at $226,000 after purchasing an additional 111 shares during the last quarter. Finally, GW&K Investment Management LLC lifted its stake in iShares Core MSCI EAFE ETF by 0.9% in the 4th quarter. GW&K Investment Management LLC now owns 12,993 shares of the company’s stock valued at $1,162,000 after purchasing an additional 111 shares during the last quarter.

iShares Core MSCI EAFE ETF Stock Performance

iShares Core MSCI EAFE ETF stock opened at $95.49 on Friday. The stock has a 50-day simple moving average of $96.51 and a 200 day simple moving average of $93.99. The stock has a market capitalization of $163.29 billion, a P/E ratio of 16.18 and a beta of 0.84. iShares Core MSCI EAFE ETF has a 52 week low of $81.17 and a 52 week high of $98.83.

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.