Venturi Wealth Management LLC Purchases 677,963 Shares of iShares Core MSCI EAFE ETF $IEFA

Venturi Wealth Management LLC lifted its position in iShares Core MSCI EAFE ETF (BATS:IEFA) by 124.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,223,339 shares of the company’s stock after purchasing an additional 677,963 shares during the quarter. iShares Core MSCI EAFE ETF comprises 5.0% of Venturi Wealth Management LLC’s holdings, making the stock its largest position. Venturi Wealth Management LLC owned approximately 0.07% of iShares Core MSCI EAFE ETF worth $110,749,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Meridian Financial Advisors LLC purchased a new stake in iShares Core MSCI EAFE ETF in the first quarter valued at approximately $436,000. Riverstone Advisors LLC purchased a new position in iShares Core MSCI EAFE ETF during the 1st quarter worth approximately $232,000. Maridea Wealth Management LLC acquired a new stake in iShares Core MSCI EAFE ETF during the 1st quarter valued at approximately $313,000. Laurel Oak Wealth Management LLC lifted its stake in iShares Core MSCI EAFE ETF by 5.2% during the 1st quarter. Laurel Oak Wealth Management LLC now owns 7,014 shares of the company’s stock valued at $635,000 after acquiring an additional 345 shares during the period. Finally, Sequent Planning LLC boosted its holdings in shares of iShares Core MSCI EAFE ETF by 22.0% in the 1st quarter. Sequent Planning LLC now owns 66,342 shares of the company’s stock valued at $6,006,000 after acquiring an additional 11,982 shares during the last quarter.

iShares Core MSCI EAFE ETF Price Performance

IEFA stock opened at $95.49 on Friday. The company has a market capitalization of $163.29 billion, a P/E ratio of 16.18 and a beta of 0.84. iShares Core MSCI EAFE ETF has a 12 month low of $81.17 and a 12 month high of $98.83. The firm’s fifty day simple moving average is $96.51 and its 200-day simple moving average is $93.99.

iShares Core MSCI EAFE ETF 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.