Waterway Wealth Management LLC Has $14.35 Million Stock Position in iShares MSCI EAFE ETF $EFA

Waterway Wealth Management LLC reduced its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 28.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 147,714 shares of the exchange traded fund’s stock after selling 59,489 shares during the period. iShares MSCI EAFE ETF accounts for about 2.6% of Waterway Wealth Management LLC’s investment portfolio, making the stock its 10th largest holding. Waterway Wealth Management LLC’s holdings in iShares MSCI EAFE ETF were worth $14,347,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Independent Wealth Network Inc. boosted its holdings in iShares MSCI EAFE ETF by 0.9% in the first quarter. Independent Wealth Network Inc. now owns 11,480 shares of the exchange traded fund’s stock worth $1,115,000 after acquiring an additional 99 shares in the last quarter. Topsail Wealth Management LLC raised its holdings in iShares MSCI EAFE ETF by 0.4% in the 1st quarter. Topsail Wealth Management LLC now owns 24,254 shares of the exchange traded fund’s stock worth $2,356,000 after acquiring an additional 100 shares during the last quarter. Palisade Asset Management LLC raised its holdings in iShares MSCI EAFE ETF by 0.3% in the 4th quarter. Palisade Asset Management LLC now owns 36,882 shares of the exchange traded fund’s stock worth $3,542,000 after acquiring an additional 101 shares during the last quarter. Osborne Partners Capital Management LLC lifted its position in iShares MSCI EAFE ETF by 0.6% in the 4th quarter. Osborne Partners Capital Management LLC now owns 16,955 shares of the exchange traded fund’s stock valued at $1,628,000 after acquiring an additional 104 shares in the last quarter. Finally, Atalanta Sosnoff Capital LLC boosted its stake in iShares MSCI EAFE ETF by 2.2% during the 4th quarter. Atalanta Sosnoff Capital LLC now owns 4,961 shares of the exchange traded fund’s stock valued at $476,000 after purchasing an additional 105 shares during the last quarter. Institutional investors own 79.80% of the company’s stock.

iShares MSCI EAFE ETF Trading Up 0.9%

iShares MSCI EAFE ETF stock opened at $103.15 on Friday. iShares MSCI EAFE ETF has a 12 month low of $86.74 and a 12 month high of $105.94. The stock has a fifty day simple moving average of $103.33 and a two-hundred day simple moving average of $100.71. The firm has a market cap of $76.12 billion, a price-to-earnings ratio of 16.48 and a beta of 0.78.

About iShares MSCI EAFE ETF

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.