Dougherty Wealth Advisers LLC Cuts Position in iShares MSCI EAFE ETF $EFA

Dougherty Wealth Advisers LLC decreased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 88.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,675 shares of the exchange traded fund’s stock after selling 21,073 shares during the period. Dougherty Wealth Advisers LLC’s holdings in iShares MSCI EAFE ETF were worth $250,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Private Client Services LLC increased its position in iShares MSCI EAFE ETF by 1.7% during the 3rd quarter. Private Client Services LLC now owns 14,083 shares of the exchange traded fund’s stock valued at $1,315,000 after buying an additional 229 shares in the last quarter. Retirement Income Solutions Inc. grew its stake in shares of iShares MSCI EAFE ETF by 8.1% in the third quarter. Retirement Income Solutions Inc. now owns 31,808 shares of the exchange traded fund’s stock worth $2,970,000 after acquiring an additional 2,376 shares during the last quarter. Perennial Advisors LLC bought a new position in shares of iShares MSCI EAFE ETF during the third quarter valued at $206,000. Westmount Partners LLC raised its position in shares of iShares MSCI EAFE ETF by 1.2% in the 3rd quarter. Westmount Partners LLC now owns 25,500 shares of the exchange traded fund’s stock worth $2,401,000 after purchasing an additional 292 shares during the last quarter. Finally, TCI Wealth Advisors Inc. raised its position in shares of iShares MSCI EAFE ETF by 1.5% in the 3rd quarter. TCI Wealth Advisors Inc. now owns 14,302 shares of the exchange traded fund’s stock worth $1,335,000 after purchasing an additional 206 shares during the last quarter. 79.80% of the stock is currently owned by hedge funds and other institutional investors.

iShares MSCI EAFE ETF Stock Performance

NYSEARCA:EFA opened at $95.70 on Tuesday. The firm has a market cap of $69.02 billion, a P/E ratio of 16.48 and a beta of 0.84. iShares MSCI EAFE ETF has a fifty-two week low of $72.14 and a fifty-two week high of $97.42. The firm has a 50-day simple moving average of $94.80 and a two-hundred day simple moving average of $92.18.

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.