Flywheel Private Wealth LLC Has $13.57 Million Holdings in iShares Core MSCI EAFE ETF $IEFA

Flywheel Private Wealth LLC grew its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA) by 26.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 151,715 shares of the company’s stock after purchasing an additional 31,691 shares during the quarter. iShares Core MSCI EAFE ETF comprises about 8.5% of Flywheel Private Wealth LLC’s investment portfolio, making the stock its 3rd largest position. Flywheel Private Wealth LLC’s holdings in iShares Core MSCI EAFE ETF were worth $13,572,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the business. Fairvoy Private Wealth LLC raised its holdings in shares of iShares Core MSCI EAFE ETF by 4.6% in the fourth quarter. Fairvoy Private Wealth LLC now owns 2,530 shares of the company’s stock valued at $226,000 after buying an additional 111 shares during the last quarter. Holland Advisory Services Inc. grew its holdings in iShares Core MSCI EAFE ETF by 1.0% during the 4th quarter. Holland Advisory Services Inc. now owns 11,073 shares of the company’s stock worth $991,000 after acquiring an additional 112 shares during the last quarter. Denver PWM LLC grew its holdings in iShares Core MSCI EAFE ETF by 0.4% during the 2nd quarter. Denver PWM LLC now owns 29,189 shares of the company’s stock worth $2,437,000 after acquiring an additional 117 shares during the last quarter. Retirement Planning Group LLC increased its position in iShares Core MSCI EAFE ETF by 2.4% in the 3rd quarter. Retirement Planning Group LLC now owns 5,094 shares of the company’s stock valued at $445,000 after acquiring an additional 120 shares in the last quarter. Finally, Efficient Advisors LLC increased its position in iShares Core MSCI EAFE ETF by 2.8% in the 4th quarter. Efficient Advisors LLC now owns 4,451 shares of the company’s stock valued at $398,000 after acquiring an additional 122 shares in the last quarter.

iShares Core MSCI EAFE ETF Trading Down 1.0%

Shares of BATS IEFA opened at $87.47 on Friday. iShares Core MSCI EAFE ETF has a 1-year low of $66.95 and a 1-year high of $98.83. The company has a 50-day moving average of $93.89 and a two-hundred day moving average of $90.44. The company has a market cap of $149.57 billion, a PE ratio of 16.18 and a beta of 0.84.

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.