Aegis Wealth Management LLC Raises Position in iShares MSCI EAFE ETF $EFA

Aegis Wealth Management LLC lifted its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 132.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,291 shares of the exchange traded fund’s stock after acquiring an additional 15,559 shares during the quarter. iShares MSCI EAFE ETF accounts for about 1.4% of Aegis Wealth Management LLC’s portfolio, making the stock its 22nd largest position. Aegis Wealth Management LLC’s holdings in iShares MSCI EAFE ETF were worth $2,548,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Laurel Wealth Advisors LLC raised its position in iShares MSCI EAFE ETF by 8,818.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,291,030 shares of the exchange traded fund’s stock valued at $294,185,000 after purchasing an additional 3,254,128 shares in the last quarter. State Board of Administration of Florida Retirement System acquired a new stake in iShares MSCI EAFE ETF in the second quarter valued at approximately $209,353,000. Board of Trustees of The Leland Stanford Junior University lifted its stake in iShares MSCI EAFE ETF by 222.4% in the second quarter. Board of Trustees of The Leland Stanford Junior University now owns 3,346,434 shares of the exchange traded fund’s stock worth $299,138,000 after acquiring an additional 2,308,580 shares during the last quarter. Bessemer Group Inc. grew its holdings in iShares MSCI EAFE ETF by 3,057.6% during the 2nd quarter. Bessemer Group Inc. now owns 2,368,703 shares of the exchange traded fund’s stock worth $211,738,000 after acquiring an additional 2,293,687 shares in the last quarter. Finally, Corient Private Wealth LLC increased its position in shares of iShares MSCI EAFE ETF by 50.7% in the 2nd quarter. Corient Private Wealth LLC now owns 5,768,279 shares of the exchange traded fund’s stock valued at $504,181,000 after purchasing an additional 1,939,941 shares during the last quarter. 79.80% of the stock is currently owned by hedge funds and other institutional investors.

iShares MSCI EAFE ETF Trading Up 2.3%

iShares MSCI EAFE ETF stock opened at $102.61 on Monday. The stock has a market cap of $75.73 billion, a P/E ratio of 16.48 and a beta of 0.84. The company has a fifty day simple moving average of $97.89 and a 200-day simple moving average of $94.61. iShares MSCI EAFE ETF has a 12-month low of $72.14 and a 12-month high of $102.67.

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.