Focus Partners Wealth Acquires 653,178 Shares of iShares MSCI EAFE ETF $EFA

Focus Partners Wealth boosted its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 73.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,547,413 shares of the exchange traded fund’s stock after purchasing an additional 653,178 shares during the period. Focus Partners Wealth owned about 0.21% of iShares MSCI EAFE ETF worth $148,588,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Osborne Partners Capital Management LLC increased its holdings in shares of iShares MSCI EAFE ETF by 0.6% during the fourth quarter. Osborne Partners Capital Management LLC now owns 16,955 shares of the exchange traded fund’s stock worth $1,628,000 after buying an additional 104 shares in the last quarter. Atalanta Sosnoff Capital LLC increased its holdings in shares of iShares MSCI EAFE ETF by 2.2% during the fourth quarter. Atalanta Sosnoff Capital LLC now owns 4,961 shares of the exchange traded fund’s stock worth $476,000 after buying an additional 105 shares in the last quarter. Sterling Investment Advisors LLC ADV increased its holdings in shares of iShares MSCI EAFE ETF by 0.3% during the fourth quarter. Sterling Investment Advisors LLC ADV now owns 42,399 shares of the exchange traded fund’s stock worth $4,072,000 after buying an additional 108 shares in the last quarter. Mine & Arao Wealth Creation & Management LLC. increased its holdings in shares of iShares MSCI EAFE ETF by 1.4% during the fourth quarter. Mine & Arao Wealth Creation & Management LLC. now owns 8,011 shares of the exchange traded fund’s stock worth $769,000 after buying an additional 108 shares in the last quarter. Finally, Triasima Portfolio Management inc. increased its holdings in shares of iShares MSCI EAFE ETF by 0.7% during the fourth quarter. Triasima Portfolio Management inc. now owns 16,750 shares of the exchange traded fund’s stock worth $1,609,000 after buying an additional 112 shares in the last quarter. 79.80% of the stock is currently owned by institutional investors.

iShares MSCI EAFE ETF Stock Performance

Shares of NYSEARCA:EFA opened at $105.02 on Friday. The company has a fifty day moving average of $102.77 and a 200-day moving average of $100.11. The company has a market capitalization of $77.50 billion, a PE ratio of 16.48 and a beta of 0.78. iShares MSCI EAFE ETF has a 52-week low of $85.68 and a 52-week high of $105.94.

iShares MSCI EAFE ETF 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. The Index includes stocks from Europe, Australasia and the Far East. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.