Modera Wealth Management LLC Has $51.89 Million Stock Holdings in iShares MSCI EAFE ETF $EFA

Modera Wealth Management LLC trimmed its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 1.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 540,345 shares of the exchange traded fund’s stock after selling 8,276 shares during the quarter. Modera Wealth Management LLC owned approximately 0.07% of iShares MSCI EAFE ETF worth $51,889,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Winthrop Advisory Group LLC lifted its stake in shares of iShares MSCI EAFE ETF by 22.1% in the fourth quarter. Winthrop Advisory Group LLC now owns 2,884 shares of the exchange traded fund’s stock worth $277,000 after acquiring an additional 522 shares during the period. South Shore Capital Advisors acquired a new position in shares of iShares MSCI EAFE ETF in the fourth quarter worth approximately $300,000. Capital Advisors Ltd. LLC lifted its stake in shares of iShares MSCI EAFE ETF by 3.2% in the fourth quarter. Capital Advisors Ltd. LLC now owns 48,773 shares of the exchange traded fund’s stock worth $4,684,000 after acquiring an additional 1,513 shares during the period. Bank of Stockton lifted its stake in shares of iShares MSCI EAFE ETF by 129.3% in the fourth quarter. Bank of Stockton now owns 6,190 shares of the exchange traded fund’s stock worth $594,000 after acquiring an additional 3,490 shares during the period. Finally, Stock Yards Bank & Trust Co. lifted its stake in shares of iShares MSCI EAFE ETF by 4.8% in the fourth quarter. Stock Yards Bank & Trust Co. now owns 771,704 shares of the exchange traded fund’s stock worth $74,107,000 after acquiring an additional 35,209 shares during the period. 79.80% of the stock is owned by institutional investors and hedge funds.

iShares MSCI EAFE ETF Price Performance

iShares MSCI EAFE ETF stock opened at $98.49 on Tuesday. The stock’s 50 day moving average is $100.38 and its 200 day moving average is $97.19. The firm has a market cap of $72.69 billion, a P/E ratio of 16.48 and a beta of 0.84. iShares MSCI EAFE ETF has a one year low of $72.14 and a one year high of $105.94.

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.