Windward Private Wealth Management Inc. Cuts Stake in iShares Core MSCI EAFE ETF $IEFA

Windward Private Wealth Management Inc. lowered its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 0.4% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 44,227 shares of the company’s stock after selling 181 shares during the quarter. iShares Core MSCI EAFE ETF accounts for 1.3% of Windward Private Wealth Management Inc.’s investment portfolio, making the stock its 14th largest holding. Windward Private Wealth Management Inc.’s holdings in iShares Core MSCI EAFE ETF were worth $3,692,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Curi RMB Capital LLC raised its position in iShares Core MSCI EAFE ETF by 21.7% during the 1st quarter. Curi RMB Capital LLC now owns 246,055 shares of the company’s stock worth $18,614,000 after buying an additional 43,891 shares during the last quarter. FSA Advisors Inc. purchased a new position in shares of iShares Core MSCI EAFE ETF in the 1st quarter valued at about $278,000. ST Germain D J Co. Inc. increased its holdings in shares of iShares Core MSCI EAFE ETF by 113.0% in the 2nd quarter. ST Germain D J Co. Inc. now owns 2,580 shares of the company’s stock valued at $215,000 after purchasing an additional 1,369 shares in the last quarter. Coastal Bridge Advisors LLC increased its holdings in shares of iShares Core MSCI EAFE ETF by 7.1% in the 1st quarter. Coastal Bridge Advisors LLC now owns 39,634 shares of the company’s stock valued at $2,998,000 after purchasing an additional 2,627 shares in the last quarter. Finally, Cooper Financial Group increased its holdings in shares of iShares Core MSCI EAFE ETF by 18.0% in the 1st quarter. Cooper Financial Group now owns 18,818 shares of the company’s stock valued at $1,424,000 after purchasing an additional 2,870 shares in the last quarter.

iShares Core MSCI EAFE ETF Stock Up 27.3%

Shares of IEFA opened at $88.81 on Friday. The company has a 50-day simple moving average of $85.72 and a 200-day simple moving average of $81.79. The company has a market capitalization of $151.86 billion, a PE ratio of 16.18 and a beta of 0.84. iShares Core MSCI EAFE ETF has a 52-week low of $66.95 and a 52-week high of $87.36.

iShares Core MSCI EAFE ETF 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.