Venturi Wealth Management LLC Has $19.78 Million Stock Holdings in iShares MSCI EAFE ETF $EFA

Venturi Wealth Management LLC boosted its position in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 12.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 203,642 shares of the exchange traded fund’s stock after buying an additional 22,995 shares during the period. Venturi Wealth Management LLC’s holdings in iShares MSCI EAFE ETF were worth $19,780,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Horizon Investments LLC boosted its holdings in iShares MSCI EAFE ETF by 2,520.0% in the fourth quarter. Horizon Investments LLC now owns 262 shares of the exchange traded fund’s stock worth $25,000 after acquiring an additional 252 shares in the last quarter. Hilton Head Capital Partners LLC bought a new stake in shares of iShares MSCI EAFE ETF during the fourth quarter valued at approximately $26,000. Atlas Capital Advisors Inc. acquired a new position in shares of iShares MSCI EAFE ETF during the fourth quarter worth approximately $29,000. GoalVest Advisory LLC raised its position in shares of iShares MSCI EAFE ETF by 106.4% during the fourth quarter. GoalVest Advisory LLC now owns 388 shares of the exchange traded fund’s stock worth $37,000 after purchasing an additional 200 shares during the period. Finally, GeoWealth Management LLC bought a new position in shares of iShares MSCI EAFE ETF in the 4th quarter worth $37,000. 79.80% of the stock is owned by institutional investors and hedge funds.

iShares MSCI EAFE ETF Trading Down 0.6%

NYSEARCA EFA opened at $102.54 on Friday. The company has a fifty day simple moving average of $103.31 and a 200 day simple moving average of $100.72. iShares MSCI EAFE ETF has a 12-month low of $86.74 and a 12-month high of $105.94. The company has a market cap of $75.67 billion, a P/E ratio of 16.48 and a beta of 0.78.

About iShares MSCI EAFE ETF

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.