Caldwell Trust Co Takes $5.84 Million Position in iShares Core MSCI EAFE ETF $IEFA

Caldwell Trust Co bought a new stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 69,894 shares of the company’s stock, valued at approximately $5,835,000.

A number of other hedge funds have also added to or reduced their stakes in the business. Bank of America Corp DE increased its stake in shares of iShares Core MSCI EAFE ETF by 2.5% in the 2nd quarter. Bank of America Corp DE now owns 220,025,516 shares of the company’s stock valued at $18,367,730,000 after acquiring an additional 5,414,037 shares in the last quarter. Jones Financial Companies Lllp grew its holdings in iShares Core MSCI EAFE ETF by 0.7% in the first quarter. Jones Financial Companies Lllp now owns 89,235,188 shares of the company’s stock worth $6,815,663,000 after purchasing an additional 663,730 shares during the period. Envestnet Asset Management Inc. increased its stake in iShares Core MSCI EAFE ETF by 10.1% in the second quarter. Envestnet Asset Management Inc. now owns 40,235,704 shares of the company’s stock valued at $3,358,875,000 after purchasing an additional 3,675,689 shares in the last quarter. Raymond James Financial Inc. increased its stake in iShares Core MSCI EAFE ETF by 2.9% in the second quarter. Raymond James Financial Inc. now owns 38,892,517 shares of the company’s stock valued at $3,246,747,000 after purchasing an additional 1,109,663 shares in the last quarter. Finally, US Bancorp DE raised its holdings in shares of iShares Core MSCI EAFE ETF by 0.7% during the second quarter. US Bancorp DE now owns 34,386,264 shares of the company’s stock valued at $2,870,592,000 after purchasing an additional 239,082 shares during the period.

iShares Core MSCI EAFE ETF Price Performance

IEFA stock opened at $89.88 on Monday. The company’s 50-day moving average is $88.23 and its 200-day moving average is $85.78. The stock has a market capitalization of $153.70 billion, a PE ratio of 16.18 and a beta of 0.84. iShares Core MSCI EAFE ETF has a 1 year low of $66.95 and a 1 year high of $87.36.

iShares Core MSCI EAFE ETF Company 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.