Liberty Wealth Management LLC Has $5.42 Million Stock Holdings in iShares Core MSCI EAFE ETF $IEFA

Liberty Wealth Management LLC trimmed its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 7.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 64,903 shares of the company’s stock after selling 5,216 shares during the quarter. iShares Core MSCI EAFE ETF accounts for about 0.8% of Liberty Wealth Management LLC’s portfolio, making the stock its 29th largest position. Liberty Wealth Management LLC’s holdings in iShares Core MSCI EAFE ETF were worth $5,418,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Jones Financial Companies Lllp lifted its holdings in iShares Core MSCI EAFE ETF by 0.7% during the 1st quarter. Jones Financial Companies Lllp now owns 89,235,188 shares of the company’s stock worth $6,815,663,000 after buying an additional 663,730 shares during the period. Envestnet Asset Management Inc. raised its position in shares of iShares Core MSCI EAFE ETF by 10.1% during the second quarter. Envestnet Asset Management Inc. now owns 40,235,704 shares of the company’s stock worth $3,358,875,000 after acquiring an additional 3,675,689 shares during the last quarter. Raymond James Financial Inc. lifted its stake in shares of iShares Core MSCI EAFE ETF by 0.7% in the first quarter. Raymond James Financial Inc. now owns 37,782,854 shares of the company’s stock worth $2,858,273,000 after acquiring an additional 258,589 shares during the period. US Bancorp DE lifted its stake in shares of iShares Core MSCI EAFE ETF by 0.7% in the second quarter. US Bancorp DE now owns 34,386,264 shares of the company’s stock worth $2,870,592,000 after acquiring an additional 239,082 shares during the period. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in iShares Core MSCI EAFE ETF by 5.1% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 34,156,332 shares of the company’s stock valued at $2,583,926,000 after acquiring an additional 1,668,799 shares during the last quarter.

iShares Core MSCI EAFE ETF Stock Performance

BATS:IEFA opened at $88.71 on Monday. iShares Core MSCI EAFE ETF has a fifty-two week low of $66.95 and a fifty-two week high of $87.36. The company has a 50 day simple moving average of $86.97 and a two-hundred day simple moving average of $83.34. The company has a market capitalization of $151.69 billion, a PE ratio of 16.18 and a beta of 0.84.

About iShares Core MSCI EAFE ETF

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.