Sequent Planning LLC Takes $3.47 Million Position in iShares Core MSCI EAFE ETF $IEFA

Sequent Planning LLC acquired a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 39,708 shares of the company’s stock, valued at approximately $3,467,000. iShares Core MSCI EAFE ETF accounts for about 1.0% of Sequent Planning LLC’s investment portfolio, making the stock its 26th biggest position.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Dynamic Advisor Solutions LLC increased its holdings in shares of iShares Core MSCI EAFE ETF by 3.7% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 353,000 shares of the company’s stock worth $30,820,000 after buying an additional 12,569 shares during the last quarter. Becker Capital Management Inc. raised its position in shares of iShares Core MSCI EAFE ETF by 7.9% during the 3rd quarter. Becker Capital Management Inc. now owns 200,026 shares of the company’s stock valued at $17,464,000 after buying an additional 14,582 shares during the period. Citizens Financial Group Inc. RI lifted its holdings in iShares Core MSCI EAFE ETF by 1.6% in the third 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 during the last quarter. Clearstead Advisors LLC lifted its holdings in iShares Core MSCI EAFE ETF by 11.0% in the third 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 during the last quarter. Finally, Bangor Savings Bank grew its position in iShares Core MSCI EAFE ETF by 5.9% in the third quarter. Bangor Savings Bank now owns 1,018,391 shares of the company’s stock worth $88,916,000 after acquiring an additional 56,807 shares during the period.

iShares Core MSCI EAFE ETF Stock Down 0.8%

IEFA stock opened at $91.87 on Friday. The business has a fifty day moving average of $94.22 and a two-hundred day moving average of $89.98. The stock has a market cap of $157.10 billion, a price-to-earnings 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 $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.