Prosperity Planning Inc. Increases Holdings in iShares MSCI EAFE ETF $EFA

Prosperity Planning Inc. raised its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 2.3% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 255,360 shares of the exchange traded fund’s stock after acquiring an additional 5,690 shares during the period. iShares MSCI EAFE ETF makes up 6.1% of Prosperity Planning Inc.’s investment portfolio, making the stock its 2nd largest position. Prosperity Planning Inc.’s holdings in iShares MSCI EAFE ETF were worth $26,527,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Affiance Financial LLC grew its holdings in shares of iShares MSCI EAFE ETF by 2.0% during the second quarter. Affiance Financial LLC now owns 15,267 shares of the exchange traded fund’s stock worth $1,586,000 after purchasing an additional 300 shares in the last quarter. A&I Financial Services LLC bought a new position in shares of iShares MSCI EAFE ETF in the second quarter worth approximately $41,565,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors increased its position in shares of iShares MSCI EAFE ETF by 13.7% in the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,133 shares of the exchange traded fund’s stock worth $325,000 after purchasing an additional 378 shares during the last quarter. Sterling Investment Advisors LLC ADV raised its stake in iShares MSCI EAFE ETF by 0.8% in the second quarter. Sterling Investment Advisors LLC ADV now owns 42,336 shares of the exchange traded fund’s stock valued at $4,398,000 after purchasing an additional 337 shares in the last quarter. Finally, Fulton Bank N.A. raised its stake in iShares MSCI EAFE ETF by 0.6% in the second quarter. Fulton Bank N.A. now owns 104,671 shares of the exchange traded fund’s stock valued at $10,873,000 after purchasing an additional 622 shares in the last quarter. Institutional investors own 79.80% of the company’s stock.

iShares MSCI EAFE ETF Price Performance

Shares of iShares MSCI EAFE ETF stock opened at $108.01 on Tuesday. iShares MSCI EAFE ETF has a 1 year low of $89.88 and a 1 year high of $108.76. The firm has a market cap of $79.84 billion, a PE ratio of 16.48 and a beta of 0.78. The company has a 50 day simple moving average of $104.27 and a two-hundred day simple moving average of $102.41.

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.