Fusion Family Wealth LLC Has $52.43 Million Stock Position in iShares Core MSCI EAFE ETF $IEFA

Fusion Family Wealth LLC boosted its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 4.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 585,876 shares of the company’s stock after purchasing an additional 23,794 shares during the period. iShares Core MSCI EAFE ETF comprises 4.0% of Fusion Family Wealth LLC’s holdings, making the stock its 10th largest position. Fusion Family Wealth LLC’s holdings in iShares Core MSCI EAFE ETF were worth $52,430,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Apella Capital LLC grew its holdings in shares of iShares Core MSCI EAFE ETF by 9.3% in the 4th quarter. Apella Capital LLC now owns 447,787 shares of the company’s stock valued at $40,059,000 after acquiring an additional 38,001 shares in the last quarter. Becker Capital Management Inc. grew its holdings in shares of iShares Core MSCI EAFE ETF by 7.9% in the 3rd quarter. Becker Capital Management Inc. now owns 200,026 shares of the company’s stock valued at $17,464,000 after acquiring an additional 14,582 shares in the last quarter. Citizens Financial Group Inc. RI grew its holdings in shares of iShares Core MSCI EAFE ETF by 1.6% in the 3rd quarter. Citizens Financial Group Inc. RI now owns 2,276,167 shares of the company’s stock valued at $198,732,000 after acquiring an additional 35,205 shares in the last quarter. Clearstead Advisors LLC grew its holdings in shares of iShares Core MSCI EAFE ETF by 11.0% in the 3rd quarter. Clearstead Advisors LLC now owns 844,736 shares of the company’s stock valued at $73,754,000 after acquiring an additional 83,798 shares in the last quarter. Finally, Bangor Savings Bank grew its holdings in shares of iShares Core MSCI EAFE ETF by 5.9% in the 3rd quarter. Bangor Savings Bank now owns 1,018,391 shares of the company’s stock valued at $88,916,000 after acquiring an additional 56,807 shares in the last quarter.

iShares Core MSCI EAFE ETF Price Performance

Shares of BATS IEFA opened at $97.30 on Monday. The stock has a market capitalization of $166.38 billion, a price-to-earnings ratio of 16.18 and a beta of 0.84. The business has a 50-day moving average of $93.33 and a 200-day moving average of $91.83. iShares Core MSCI EAFE ETF has a fifty-two week low of $79.64 and a fifty-two week high of $98.83.

iShares Core MSCI EAFE ETF Company 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.