iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Purchased by Orgel Wealth Management LLC

Orgel Wealth Management LLC lifted its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 3.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 735,501 shares of the company’s stock after buying an additional 23,347 shares during the period. iShares Core MSCI EAFE ETF makes up approximately 1.3% of Orgel Wealth Management LLC’s investment portfolio, making the stock its 20th biggest holding. Orgel Wealth Management LLC’s holdings in iShares Core MSCI EAFE ETF were worth $51,691,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Winthrop Advisory Group LLC boosted its holdings in shares of iShares Core MSCI EAFE ETF by 4.3% in the 4th quarter. Winthrop Advisory Group LLC now owns 3,666 shares of the company’s stock valued at $258,000 after acquiring an additional 151 shares during the last quarter. NorthRock Partners LLC lifted its position in iShares Core MSCI EAFE ETF by 2.7% during the third quarter. NorthRock Partners LLC now owns 5,895 shares of the company’s stock valued at $460,000 after purchasing an additional 153 shares during the period. Selective Wealth Management Inc. boosted its holdings in iShares Core MSCI EAFE ETF by 2.1% in the fourth quarter. Selective Wealth Management Inc. now owns 7,764 shares of the company’s stock valued at $542,000 after purchasing an additional 160 shares during the last quarter. AlTi Global Inc. grew its position in iShares Core MSCI EAFE ETF by 0.8% during the 2nd quarter. AlTi Global Inc. now owns 21,263 shares of the company’s stock worth $1,545,000 after purchasing an additional 165 shares during the period. Finally, Glass Jacobson Investment Advisors llc raised its stake in shares of iShares Core MSCI EAFE ETF by 2.0% during the 3rd quarter. Glass Jacobson Investment Advisors llc now owns 8,542 shares of the company’s stock valued at $667,000 after buying an additional 166 shares during the last quarter.

iShares Core MSCI EAFE ETF Stock Up 2.2 %

Shares of IEFA stock opened at $71.34 on Friday. iShares Core MSCI EAFE ETF has a 52-week low of $56.55 and a 52-week high of $70.84. The stock has a market cap of $112.00 billion, a PE ratio of 14.38 and a beta of 0.82. The business has a 50-day simple moving average of $71.90 and a 200-day simple moving average of $73.98.

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.