Montz Harcus Wealth Management LLC Boosts Holdings in iShares Core MSCI EAFE ETF $IEFA

Montz Harcus Wealth Management LLC lifted its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 6.7% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 132,803 shares of the company’s stock after buying an additional 8,357 shares during the quarter. iShares Core MSCI EAFE ETF comprises 4.9% of Montz Harcus Wealth Management LLC’s holdings, making the stock its 6th biggest position. Montz Harcus Wealth Management LLC’s holdings in iShares Core MSCI EAFE ETF were worth $12,023,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Kozak & Associates Inc. raised its stake in iShares Core MSCI EAFE ETF by 3,462.5% in the 3rd quarter. Kozak & Associates Inc. now owns 285 shares of the company’s stock worth $25,000 after purchasing an additional 277 shares in the last quarter. Ransom Advisory Ltd acquired a new position in shares of iShares Core MSCI EAFE ETF during the 4th quarter worth approximately $26,000. Lloyd Advisory Services LLC. acquired a new position in shares of iShares Core MSCI EAFE ETF during the 4th quarter worth approximately $26,000. Security National Bank acquired a new position in shares of iShares Core MSCI EAFE ETF during the 4th quarter worth approximately $27,000. Finally, Wilkerson Advisory Group LLC bought a new position in shares of iShares Core MSCI EAFE ETF during the fourth quarter worth approximately $29,000.

iShares Core MSCI EAFE ETF Stock Performance

Shares of BATS IEFA traded down $1.06 during midday trading on Tuesday, reaching $97.25. The company’s stock had a trading volume of 2,079,968 shares, compared to its average volume of 13,752,629. iShares Core MSCI EAFE ETF has a fifty-two week low of $81.17 and a fifty-two week high of $98.83. The business’s 50 day moving average price is $96.64 and its two-hundred day moving average price is $94.34. The company has a market cap of $166.30 billion, a P/E ratio of 16.18 and a beta of 0.84.

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.