iShares MSCI EAFE ETF (NYSEARCA:EFA) is Precedent Wealth Partners LLC’s 6th Largest Position

Precedent Wealth Partners LLC cut its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 6.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 119,071 shares of the exchange traded fund’s stock after selling 8,461 shares during the quarter. iShares MSCI EAFE ETF comprises 2.9% of Precedent Wealth Partners LLC’s holdings, making the stock its 6th largest position. Precedent Wealth Partners LLC’s holdings in iShares MSCI EAFE ETF were worth $9,003,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. CFS Investment Advisory Services LLC raised its position in shares of iShares MSCI EAFE ETF by 61.1% in the 4th quarter. CFS Investment Advisory Services LLC now owns 49,167 shares of the exchange traded fund’s stock valued at $3,718,000 after purchasing an additional 18,645 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in iShares MSCI EAFE ETF by 5.9% during the 4th quarter. Geneos Wealth Management Inc. now owns 150,168 shares of the exchange traded fund’s stock valued at $11,354,000 after purchasing an additional 8,403 shares during the last quarter. Neumann Capital Management LLC increased its holdings in shares of iShares MSCI EAFE ETF by 0.6% in the fourth quarter. Neumann Capital Management LLC now owns 34,893 shares of the exchange traded fund’s stock valued at $2,638,000 after purchasing an additional 193 shares during the period. MFA Wealth Services purchased a new position in shares of iShares MSCI EAFE ETF in the fourth quarter worth about $657,000. Finally, Financial Partners Group LLC lifted its holdings in shares of iShares MSCI EAFE ETF by 2.6% during the fourth quarter. Financial Partners Group LLC now owns 17,462 shares of the exchange traded fund’s stock worth $1,320,000 after purchasing an additional 449 shares during the period. Institutional investors and hedge funds own 79.80% of the company’s stock.

iShares MSCI EAFE ETF Trading Up 0.6 %

Shares of NYSEARCA:EFA opened at $79.23 on Friday. iShares MSCI EAFE ETF has a twelve month low of $73.91 and a twelve month high of $84.56. The company’s 50 day moving average is $77.27 and its 200 day moving average is $79.42.

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.