Valeo Financial Advisors LLC Reduces Stake in iShares MSCI EAFE ETF $EFA

Valeo Financial Advisors LLC decreased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 1.3% during the third quarter, according to its most recent filing with the SEC. The firm owned 601,118 shares of the exchange traded fund’s stock after selling 7,680 shares during the period. iShares MSCI EAFE ETF accounts for about 1.4% of Valeo Financial Advisors LLC’s portfolio, making the stock its 20th largest position. Valeo Financial Advisors LLC owned 0.08% of iShares MSCI EAFE ETF worth $62,450,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Oarsman Capital Inc. grew its position 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 valued at $834,000 after acquiring an additional 98 shares during the period. Independent Wealth Network Inc. raised its holdings in shares of iShares MSCI EAFE ETF by 0.9% in the 1st quarter. Independent Wealth Network Inc. now owns 11,480 shares of the exchange traded fund’s stock worth $1,115,000 after purchasing an additional 99 shares during the period. Topsail Wealth Management LLC raised its holdings in shares of iShares MSCI EAFE ETF by 0.4% in the 1st quarter. Topsail Wealth Management LLC now owns 24,254 shares of the exchange traded fund’s stock worth $2,356,000 after purchasing an additional 100 shares during the period. Pinnacle Wealth Management Advisory Group LLC lifted its stake in iShares MSCI EAFE ETF by 1.3% in the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 7,700 shares of the exchange traded fund’s stock valued at $800,000 after purchasing an additional 100 shares during the last quarter. Finally, Palisade Asset Management LLC lifted its stake in iShares MSCI EAFE ETF by 0.3% in the fourth quarter. Palisade Asset Management LLC now owns 36,882 shares of the exchange traded fund’s stock valued at $3,542,000 after purchasing an additional 101 shares during the last quarter. Institutional investors own 79.80% of the company’s stock.

iShares MSCI EAFE ETF Stock Performance

NYSEARCA EFA traded down $0.46 on Thursday, hitting $102.64. 13,173,036 shares of the stock traded hands, compared to its average volume of 16,617,111. The business’s fifty day moving average is $106.58 and its two-hundred day moving average is $103.88. iShares MSCI EAFE ETF has a 12 month low of $91.21 and a 12 month high of $108.89. The firm has a market capitalization of $76.18 billion, a price-to-earnings ratio of 16.48 and a beta of 0.78.

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.