iShares MSCI EAFE ETF $EFA Position Boosted by Endowment Wealth Management Inc.

Endowment Wealth Management Inc. raised its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 8.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 72,407 shares of the exchange traded fund’s stock after purchasing an additional 5,823 shares during the quarter. iShares MSCI EAFE ETF comprises about 2.5% of Endowment Wealth Management Inc.’s investment portfolio, making the stock its 10th biggest holding. Endowment Wealth Management Inc.’s holdings in iShares MSCI EAFE ETF were worth $7,522,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Oarsman Capital Inc. raised its holdings in shares of iShares MSCI EAFE ETF by 1.2% during the 2nd quarter. Oarsman Capital Inc. now owns 8,031 shares of the exchange traded fund’s stock worth $834,000 after acquiring an additional 98 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC boosted its position in shares of iShares MSCI EAFE ETF by 1.3% during the 2nd quarter. Pinnacle Wealth Management Advisory Group LLC now owns 7,700 shares of the exchange traded fund’s stock valued at $800,000 after acquiring an additional 100 shares during the last quarter. Weaver Consulting Group boosted its position in shares of iShares MSCI EAFE ETF by 2.1% during the 3rd quarter. Weaver Consulting Group now owns 5,076 shares of the exchange traded fund’s stock valued at $527,000 after acquiring an additional 102 shares during the last quarter. Financial Insights Inc. boosted its position in shares of iShares MSCI EAFE ETF by 2.5% during the 1st quarter. Financial Insights Inc. now owns 4,158 shares of the exchange traded fund’s stock valued at $404,000 after acquiring an additional 103 shares during the last quarter. Finally, Forum Financial Management LP grew its holdings in shares of iShares MSCI EAFE ETF by 2.0% in the third quarter. Forum Financial Management LP now owns 5,194 shares of the exchange traded fund’s stock valued at $540,000 after purchasing an additional 103 shares in the last quarter. Institutional investors own 79.80% of the company’s stock.

iShares MSCI EAFE ETF Stock Performance

EFA stock opened at $101.89 on Friday. The firm has a fifty day moving average price of $104.65 and a 200 day moving average price of $103.33. iShares MSCI EAFE ETF has a fifty-two week low of $91.21 and a fifty-two week high of $108.89. The firm has a market cap of $75.62 billion, a PE ratio of 16.48 and a beta of 0.79.

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.