FSA Wealth Partners Inc. Increases Position in iShares MSCI EAFE ETF $EFA

FSA Wealth Partners Inc. lifted its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 62.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 27,539 shares of the exchange traded fund’s stock after acquiring an additional 10,592 shares during the period. iShares MSCI EAFE ETF accounts for 1.0% of FSA Wealth Partners Inc.’s portfolio, making the stock its 20th largest position. FSA Wealth Partners Inc.’s holdings in iShares MSCI EAFE ETF were worth $2,571,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Dynamic Advisor Solutions LLC grew its holdings in iShares MSCI EAFE ETF by 20.2% in the third quarter. Dynamic Advisor Solutions LLC now owns 33,486 shares of the exchange traded fund’s stock worth $3,127,000 after purchasing an additional 5,638 shares during the last quarter. HMS Capital Management LLC lifted its holdings in shares of iShares MSCI EAFE ETF by 11.3% during the 3rd 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 during the last quarter. Atlantic Union Bankshares Corp boosted its position in shares of iShares MSCI EAFE ETF by 49.7% in the 2nd 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 in the last quarter. Global Retirement Partners LLC grew its stake in iShares MSCI EAFE ETF by 26.1% during the 3rd quarter. Global Retirement Partners LLC now owns 48,460 shares of the exchange traded fund’s stock worth $4,525,000 after buying an additional 10,032 shares during the last quarter. Finally, Ellis Investment Partners LLC grew its stake in iShares MSCI EAFE ETF by 153.1% during the 2nd quarter. Ellis Investment Partners LLC now owns 54,314 shares of the exchange traded fund’s stock worth $4,855,000 after buying an additional 32,851 shares during the last quarter. Institutional investors own 79.80% of the company’s stock.

iShares MSCI EAFE ETF Stock Performance

iShares MSCI EAFE ETF stock opened at $100.74 on Friday. The stock has a 50-day moving average of $97.17 and a two-hundred day moving average of $94.14. iShares MSCI EAFE ETF has a one year low of $72.14 and a one year high of $102.32. The stock has a market cap of $74.35 billion, a PE ratio of 16.48 and a beta of 0.84.

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.