AlTi Global Inc. Boosts Stake in iShares MSCI EAFE ETF $EFA

AlTi Global Inc. boosted its position in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 2.4% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,000,422 shares of the exchange traded fund’s stock after purchasing an additional 141,445 shares during the period. iShares MSCI EAFE ETF comprises 13.1% of AlTi Global Inc.’s portfolio, making the stock its biggest holding. AlTi Global Inc. owned about 0.83% of iShares MSCI EAFE ETF worth $560,259,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Dynamic Advisor Solutions LLC increased its stake in iShares MSCI EAFE ETF by 20.2% in the 3rd quarter. Dynamic Advisor Solutions LLC now owns 33,486 shares of the exchange traded fund’s stock worth $3,127,000 after acquiring an additional 5,638 shares during the last quarter. HMS Capital Management LLC grew its holdings in shares of iShares MSCI EAFE ETF by 11.3% in the third quarter. HMS Capital Management LLC now owns 190,530 shares of the exchange traded fund’s stock valued at $17,790,000 after purchasing an additional 19,371 shares in the last quarter. Aegis Wealth Management LLC grew its holdings in shares of iShares MSCI EAFE ETF by 132.6% in the third quarter. Aegis Wealth Management LLC now owns 27,291 shares of the exchange traded fund’s stock valued at $2,548,000 after purchasing an additional 15,559 shares in the last quarter. Atlantic Union Bankshares Corp increased its position in iShares MSCI EAFE ETF by 49.7% in the second quarter. Atlantic Union Bankshares Corp now owns 96,644 shares of the exchange traded fund’s stock worth $8,639,000 after purchasing an additional 32,097 shares during the last quarter. Finally, Global Retirement Partners LLC raised its stake in iShares MSCI EAFE ETF by 26.1% during the third quarter. Global Retirement Partners LLC now owns 48,460 shares of the exchange traded fund’s stock valued at $4,525,000 after purchasing an additional 10,032 shares in the last quarter. Hedge funds and other institutional investors own 79.80% of the company’s stock.

iShares MSCI EAFE ETF Stock Up 1.3%

EFA stock opened at $103.99 on Tuesday. iShares MSCI EAFE ETF has a 52 week low of $72.14 and a 52 week high of $104.17. The firm has a market capitalization of $76.74 billion, a P/E ratio of 16.48 and a beta of 0.84. The company has a fifty day simple moving average of $98.07 and a two-hundred day simple moving average of $94.70.

iShares MSCI EAFE ETF Company Profile

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.