Balanced Wealth Group LLC Has $601,000 Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Balanced Wealth Group LLC increased its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 1.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,660 shares of the exchange traded fund’s stock after buying an additional 135 shares during the period. Balanced Wealth Group LLC’s holdings in iShares MSCI EAFE ETF were worth $601,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Brio Consultants LLC lifted its position in shares of iShares MSCI EAFE ETF by 19.2% in the fourth quarter. Brio Consultants LLC now owns 56,012 shares of the exchange traded fund’s stock valued at $4,221,000 after buying an additional 9,018 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in iShares MSCI EAFE ETF by 70.0% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 118,023 shares of the exchange traded fund’s stock valued at $8,893,000 after purchasing an additional 48,605 shares during the last quarter. Gryphon Financial Partners LLC boosted its position in iShares MSCI EAFE ETF by 101.2% during the fourth quarter. Gryphon Financial Partners LLC now owns 48,955 shares of the exchange traded fund’s stock worth $3,749,000 after purchasing an additional 24,624 shares during the period. Clearbridge Investments LLC increased its holdings in shares of iShares MSCI EAFE ETF by 1,583.3% in the fourth quarter. Clearbridge Investments LLC now owns 101,501 shares of the exchange traded fund’s stock valued at $7,648,000 after purchasing an additional 95,471 shares during the last quarter. Finally, Trexquant Investment LP bought a new position in shares of iShares MSCI EAFE ETF in the fourth quarter valued at about $343,000. 79.80% of the stock is currently owned by institutional investors and hedge funds.

iShares MSCI EAFE ETF Stock Performance

NYSEARCA EFA opened at $82.26 on Friday. The firm has a 50-day moving average of $80.27 and a 200-day moving average of $79.64. iShares MSCI EAFE ETF has a 52-week low of $65.68 and a 52-week high of $83.28.

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.