WLTH Capital Management LLC Invests $1.82 Million in iShares MSCI EAFE ETF $EFA

WLTH Capital Management LLC bought a new stake in iShares MSCI EAFE ETF (NYSEARCA:EFA) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 17,420 shares of the exchange traded fund’s stock, valued at approximately $1,816,000. iShares MSCI EAFE ETF comprises approximately 1.4% of WLTH Capital Management LLC’s investment portfolio, making the stock its 16th largest position.

A number of other large investors also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. grew its position in iShares MSCI EAFE ETF by 359.5% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 11,306,948 shares of the exchange traded fund’s stock worth $1,085,806,000 after purchasing an additional 8,846,240 shares in the last quarter. Causeway Capital Management LLC increased its stake in iShares MSCI EAFE ETF by 70,110.5% in the 3rd quarter. Causeway Capital Management LLC now owns 4,959,667 shares of the exchange traded fund’s stock valued at $463,084,000 after buying an additional 4,952,603 shares during the last quarter. Morgan Stanley increased its stake in iShares MSCI EAFE ETF by 15.5% in the 4th quarter. Morgan Stanley now owns 31,617,599 shares of the exchange traded fund’s stock valued at $3,036,238,000 after buying an additional 4,244,605 shares during the last quarter. Bank of America Corp DE lifted its position in shares of iShares MSCI EAFE ETF by 9.5% during the 4th quarter. Bank of America Corp DE now owns 40,215,965 shares of the exchange traded fund’s stock worth $3,861,939,000 after buying an additional 3,481,849 shares in the last quarter. Finally, Valpey Financial Services LLC lifted its position in shares of iShares MSCI EAFE ETF by 9,468.5% during the 4th quarter. Valpey Financial Services LLC now owns 2,091,588 shares of the exchange traded fund’s stock worth $200,855,000 after buying an additional 2,069,729 shares in the last quarter. 79.80% of the stock is owned by institutional investors.

iShares MSCI EAFE ETF Stock Up 0.6%

Shares of NYSEARCA EFA opened at $104.41 on Friday. iShares MSCI EAFE ETF has a twelve month low of $85.68 and a twelve month high of $105.94. The stock’s 50 day moving average price is $103.25 and its 200-day moving average price is $100.43. The company has a market capitalization of $77.05 billion, a PE ratio of 16.48 and a beta of 0.78.

iShares MSCI EAFE ETF Company 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.