WealthPlan Investment Management LLC Increases Position in iShares Core MSCI EAFE ETF $IEFA

WealthPlan Investment Management LLC lifted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA) by 74.9% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 106,690 shares of the company’s stock after buying an additional 45,705 shares during the period. WealthPlan Investment Management LLC’s holdings in iShares Core MSCI EAFE ETF were worth $9,545,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Apella Capital LLC boosted its stake in shares of iShares Core MSCI EAFE ETF by 9.3% in the 4th quarter. Apella Capital LLC now owns 447,787 shares of the company’s stock worth $40,059,000 after buying an additional 38,001 shares during the last quarter. Becker Capital Management Inc. boosted its stake in shares of iShares Core MSCI EAFE ETF by 7.9% in the 3rd quarter. Becker Capital Management Inc. now owns 200,026 shares of the company’s stock worth $17,464,000 after buying an additional 14,582 shares during the last quarter. Clearstead Advisors LLC boosted its stake in shares of iShares Core MSCI EAFE ETF by 11.0% in the 3rd quarter. Clearstead Advisors LLC now owns 844,736 shares of the company’s stock worth $73,754,000 after buying an additional 83,798 shares during the last quarter. Fairway Wealth LLC boosted its stake in shares of iShares Core MSCI EAFE ETF by 12.0% in the 3rd quarter. Fairway Wealth LLC now owns 683,787 shares of the company’s stock worth $59,701,000 after buying an additional 73,532 shares during the last quarter. Finally, Cornerstone Advisory LLC boosted its stake in shares of iShares Core MSCI EAFE ETF by 12.7% in the 3rd quarter. Cornerstone Advisory LLC now owns 128,182 shares of the company’s stock worth $11,192,000 after buying an additional 14,481 shares during the last quarter.

iShares Core MSCI EAFE ETF Stock Down 1.8%

Shares of BATS IEFA opened at $95.21 on Friday. iShares Core MSCI EAFE ETF has a twelve month low of $79.82 and a twelve month high of $98.83. The stock’s 50 day moving average price is $93.34 and its 200-day moving average price is $92.15. The company has a market capitalization of $162.81 billion, a PE ratio of 16.18 and a beta of 0.84.

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.