Confluence Wealth Services Inc. Raises Stock Position in iShares MSCI EAFE ETF $EFA

Confluence Wealth Services Inc. lifted its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 5.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 622,536 shares of the exchange traded fund’s stock after purchasing an additional 31,766 shares during the period. iShares MSCI EAFE ETF comprises about 2.5% of Confluence Wealth Services Inc.’s holdings, making the stock its 12th largest position. Confluence Wealth Services Inc. owned 0.08% of iShares MSCI EAFE ETF worth $59,782,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in EFA. HMS Capital Management LLC raised its position in iShares MSCI EAFE ETF by 11.3% during the 3rd quarter. HMS Capital Management LLC now owns 190,530 shares of the exchange traded fund’s stock worth $17,790,000 after buying an additional 19,371 shares during the last quarter. Becker Capital Management Inc. raised its position in iShares MSCI EAFE ETF by 5.9% during the 3rd quarter. Becker Capital Management Inc. now owns 801,714 shares of the exchange traded fund’s stock worth $74,856,000 after buying an additional 44,503 shares during the last quarter. Aegis Wealth Management LLC raised its position in iShares MSCI EAFE ETF by 132.6% during the 3rd quarter. Aegis Wealth Management LLC now owns 27,291 shares of the exchange traded fund’s stock worth $2,548,000 after buying an additional 15,559 shares during the last quarter. Atria Investments Inc increased its holdings in shares of iShares MSCI EAFE ETF by 7.7% in the 3rd quarter. Atria Investments Inc now owns 424,296 shares of the exchange traded fund’s stock valued at $39,616,000 after purchasing an additional 30,294 shares in the last quarter. Finally, Global Retirement Partners LLC increased its holdings in shares of iShares MSCI EAFE ETF by 26.1% in the 3rd quarter. Global Retirement Partners LLC now owns 48,460 shares of the exchange traded fund’s stock valued at $4,525,000 after purchasing an additional 10,032 shares in the last quarter. Institutional investors and hedge funds own 79.80% of the company’s stock.

iShares MSCI EAFE ETF Stock Up 0.3%

Shares of EFA opened at $101.97 on Thursday. The company has a 50-day simple moving average of $100.44 and a 200-day simple moving average of $97.93. The company has a market capitalization of $75.25 billion, a PE ratio of 16.48 and a beta of 0.80. iShares MSCI EAFE ETF has a 52-week low of $82.43 and a 52-week high of $105.94.

iShares MSCI EAFE ETF Company 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.