iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Bought by Fusion Family Wealth LLC

Fusion Family Wealth LLC boosted its stake in iShares Core MSCI EAFE ETF (BATS:IEFA) by 10.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 531,175 shares of the company’s stock after acquiring an additional 49,982 shares during the period. iShares Core MSCI EAFE ETF accounts for 3.7% of Fusion Family Wealth LLC’s investment portfolio, making the stock its 10th largest holding. Fusion Family Wealth LLC’s holdings in iShares Core MSCI EAFE ETF were worth $40,195,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the company. Resonant Capital Advisors LLC lifted its stake in iShares Core MSCI EAFE ETF by 31.5% in the first quarter. Resonant Capital Advisors LLC now owns 349,502 shares of the company’s stock valued at $26,440,000 after buying an additional 83,686 shares during the period. Axis Wealth Partners LLC acquired a new position in shares of iShares Core MSCI EAFE ETF during the 1st quarter valued at $212,000. Latitude Advisors LLC bought a new position in iShares Core MSCI EAFE ETF during the first quarter worth $267,000. Level Wealth Management LLC acquired a new stake in iShares Core MSCI EAFE ETF in the first quarter worth $206,000. Finally, Physician Wealth Advisors Inc. increased its stake in iShares Core MSCI EAFE ETF by 1.1% in the first quarter. Physician Wealth Advisors Inc. now owns 148,670 shares of the company’s stock valued at $11,247,000 after purchasing an additional 1,586 shares in the last quarter.

iShares Core MSCI EAFE ETF Trading Up 19.7%

Shares of BATS IEFA opened at $83.54 on Thursday. iShares Core MSCI EAFE ETF has a 1-year low of $66.95 and a 1-year high of $84.22. The firm has a market capitalization of $142.86 billion, a P/E ratio of 16.18 and a beta of 0.84. The firm’s 50-day moving average price is $81.46 and its 200-day moving average price is $76.48.

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.