Roth Financial Partners LLC Raises Stock Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Roth Financial Partners LLC boosted its stake in iShares Core MSCI EAFE ETF (BATS:IEFA) by 7.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 573,565 shares of the company’s stock after acquiring an additional 41,780 shares during the period. iShares Core MSCI EAFE ETF accounts for approximately 20.7% of Roth Financial Partners LLC’s holdings, making the stock its biggest holding. Roth Financial Partners LLC’s holdings in iShares Core MSCI EAFE ETF were worth $40,350,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the stock. Octavia Wealth Advisors LLC bought a new stake in shares of iShares Core MSCI EAFE ETF during the 4th quarter valued at about $1,232,000. Elk River Wealth Management LLC raised its holdings in shares of iShares Core MSCI EAFE ETF by 41.2% during the 4th quarter. Elk River Wealth Management LLC now owns 12,413 shares of the company’s stock worth $873,000 after acquiring an additional 3,625 shares in the last quarter. Retirement Income Solutions Inc raised its holdings in iShares Core MSCI EAFE ETF by 5.1% during the 3rd quarter. Retirement Income Solutions Inc now owns 3,531 shares of the company’s stock valued at $227,000 after buying an additional 170 shares during the period. Carmichael Hill & Associates Inc. raised its holdings in iShares Core MSCI EAFE ETF by 33.7% during the 4th quarter. Carmichael Hill & Associates Inc. now owns 1,241 shares of the company’s stock valued at $87,000 after buying an additional 313 shares during the period. Finally, Wedmont Private Capital raised its holdings in iShares Core MSCI EAFE ETF by 79.1% during the 4th quarter. Wedmont Private Capital now owns 640,281 shares of the company’s stock valued at $44,794,000 after buying an additional 282,728 shares during the period.

iShares Core MSCI EAFE ETF Stock Performance

iShares Core MSCI EAFE ETF stock traded down $0.18 during mid-day trading on Friday, hitting $70.77. The company’s stock had a trading volume of 9,813,760 shares. The company has a 50 day moving average of $72.53 and a 200-day moving average of $68.99. The stock has a market cap of $110.40 billion, a PE ratio of 14.39 and a beta of 0.82. iShares Core MSCI EAFE ETF has a one year low of $56.55 and a one year high of $70.84.

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.