Compound Planning Inc. Increases Stock Position in iShares Core MSCI EAFE ETF $IEFA

Compound Planning Inc. increased its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 139.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 206,042 shares of the company’s stock after purchasing an additional 120,131 shares during the period. Compound Planning Inc.’s holdings in iShares Core MSCI EAFE ETF were worth $17,990,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Dynamic Advisor Solutions LLC increased its position in shares of iShares Core MSCI EAFE ETF by 3.7% during the third quarter. Dynamic Advisor Solutions LLC now owns 353,000 shares of the company’s stock worth $30,820,000 after purchasing an additional 12,569 shares in the last quarter. Citizens Financial Group Inc. RI grew its stake in iShares Core MSCI EAFE ETF by 1.6% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 2,276,167 shares of the company’s stock worth $198,732,000 after buying an additional 35,205 shares during the last quarter. Bangor Savings Bank increased its position in iShares Core MSCI EAFE ETF by 5.9% during the 3rd quarter. Bangor Savings Bank now owns 1,018,391 shares of the company’s stock valued at $88,916,000 after buying an additional 56,807 shares in the last quarter. GoalVest Advisory LLC increased its position in iShares Core MSCI EAFE ETF by 14.4% during the 3rd quarter. GoalVest Advisory LLC now owns 121,675 shares of the company’s stock valued at $10,623,000 after buying an additional 15,277 shares in the last quarter. Finally, Geneos Wealth Management Inc. raised its stake in iShares Core MSCI EAFE ETF by 9.5% in the second quarter. Geneos Wealth Management Inc. now owns 253,487 shares of the company’s stock valued at $21,161,000 after buying an additional 21,906 shares during the last quarter.

iShares Core MSCI EAFE ETF Stock Performance

Shares of BATS IEFA opened at $97.45 on Tuesday. iShares Core MSCI EAFE ETF has a fifty-two week low of $66.95 and a fifty-two week high of $98.24. The company has a market cap of $166.64 billion, a PE ratio of 16.18 and a beta of 0.84. The business has a 50-day simple moving average of $93.01 and a two-hundred day simple moving average of $89.39.

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.