Corient Private Wealth LLC Has $223.65 Million Stock Position in iShares MSCI EAFE ETF $EFA

Corient Private Wealth LLC boosted its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 9.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,331,116 shares of the exchange traded fund’s stock after buying an additional 195,099 shares during the period. Corient Private Wealth LLC’s holdings in iShares MSCI EAFE ETF were worth $223,653,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. boosted its position in shares of iShares MSCI EAFE ETF by 359.5% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 11,306,948 shares of the exchange traded fund’s stock valued at $1,085,806,000 after acquiring an additional 8,846,240 shares during the period. Causeway Capital Management LLC increased its position in iShares MSCI EAFE ETF by 70,110.5% during the third quarter. Causeway Capital Management LLC now owns 4,959,667 shares of the exchange traded fund’s stock worth $463,084,000 after acquiring an additional 4,952,603 shares during the period. Morgan Stanley increased its position in iShares MSCI EAFE ETF by 15.5% during the fourth quarter. Morgan Stanley now owns 31,617,599 shares of the exchange traded fund’s stock worth $3,036,238,000 after acquiring an additional 4,244,605 shares during the period. Bank of America Corp DE raised its stake in iShares MSCI EAFE ETF by 9.5% during the 4th quarter. Bank of America Corp DE now owns 40,215,965 shares of the exchange traded fund’s stock valued at $3,861,939,000 after purchasing an additional 3,481,849 shares during the last quarter. Finally, Valpey Financial Services LLC raised its stake in iShares MSCI EAFE ETF by 9,468.5% during the 4th quarter. Valpey Financial Services LLC now owns 2,091,588 shares of the exchange traded fund’s stock valued at $200,855,000 after purchasing an additional 2,069,729 shares during the last quarter. 79.80% of the stock is currently owned by institutional investors and hedge funds.

iShares MSCI EAFE ETF Price Performance

NYSEARCA EFA opened at $104.41 on Friday. The firm has a market capitalization of $77.05 billion, a price-to-earnings ratio of 16.48 and a beta of 0.78. The company’s fifty day moving average is $103.29 and its two-hundred day moving average is $100.46. iShares MSCI EAFE ETF has a 52-week low of $85.68 and a 52-week high of $105.94.

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.