Heritage Wealth Management LLC Invests $3.68 Million in iShares Core MSCI EAFE ETF (BATS:IEFA)

Heritage Wealth Management LLC purchased a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 52,263 shares of the company’s stock, valued at approximately $3,677,000. iShares Core MSCI EAFE ETF accounts for about 2.0% of Heritage Wealth Management LLC’s holdings, making the stock its 9th biggest holding.

Other institutional investors have also recently modified their holdings of the company. Dakota Wealth Management acquired a new stake in shares of iShares Core MSCI EAFE ETF during the 3rd quarter valued at approximately $211,000. Foster & Motley Inc. increased its stake in iShares Core MSCI EAFE ETF by 8.8% in the 3rd quarter. Foster & Motley Inc. now owns 16,667 shares of the company’s stock valued at $1,073,000 after purchasing an additional 1,345 shares in the last quarter. SkyOak Wealth LLC raised its holdings in iShares Core MSCI EAFE ETF by 7.0% during the third quarter. SkyOak Wealth LLC now owns 121,115 shares of the company’s stock worth $7,794,000 after purchasing an additional 7,923 shares during the last quarter. Center for Financial Planning Inc. boosted its position in iShares Core MSCI EAFE ETF by 2.9% during the third quarter. Center for Financial Planning Inc. now owns 946,898 shares of the company’s stock worth $60,933,000 after purchasing an additional 26,758 shares in the last quarter. Finally, Defined Wealth Management LLC boosted its position in iShares Core MSCI EAFE ETF by 3.8% during the third quarter. Defined Wealth Management LLC now owns 100,464 shares of the company’s stock worth $6,465,000 after purchasing an additional 3,666 shares in the last quarter.

iShares Core MSCI EAFE ETF Stock Performance

BATS IEFA traded down $0.16 during trading hours on Thursday, reaching $71.64. The company’s stock had a trading volume of 9,224,732 shares. The company’s 50-day moving average is $72.80 and its two-hundred day moving average is $69.54. iShares Core MSCI EAFE ETF has a fifty-two week low of $56.55 and a fifty-two week high of $70.84. The stock has a market cap of $112.47 billion, a PE ratio of 14.38 and a beta of 0.82.

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.