Darwin Wealth Management LLC Has $12.98 Million Position in iShares MSCI EAFE ETF $EFA

Darwin Wealth Management LLC reduced its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 15.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 133,679 shares of the exchange traded fund’s stock after selling 23,688 shares during the period. iShares MSCI EAFE ETF makes up 4.0% of Darwin Wealth Management LLC’s portfolio, making the stock its 3rd biggest holding. Darwin Wealth Management LLC’s holdings in iShares MSCI EAFE ETF were worth $12,984,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Independent Wealth Network Inc. boosted its stake in iShares MSCI EAFE ETF by 0.9% during the first quarter. Independent Wealth Network Inc. now owns 11,480 shares of the exchange traded fund’s stock valued at $1,115,000 after buying an additional 99 shares during the period. Topsail Wealth Management LLC increased its stake 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 shares of 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 valued at $3,542,000 after acquiring an additional 101 shares in the last quarter. Osborne Partners Capital Management LLC raised its holdings in shares of 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 position in shares of 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 acquiring an additional 105 shares during the last quarter. Institutional investors own 79.80% of the company’s stock.

iShares MSCI EAFE ETF Trading Up 0.4%

Shares of NYSEARCA EFA opened at $104.33 on Friday. iShares MSCI EAFE ETF has a 12 month low of $86.74 and a 12 month high of $105.94. The firm has a market capitalization of $77.56 billion, a price-to-earnings ratio of 16.48 and a beta of 0.78. The business has a 50-day moving average of $103.72 and a 200-day moving average of $101.31.

iShares MSCI EAFE ETF 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.