Monterey Private Wealth Inc. Boosts Stock Position in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Monterey Private Wealth Inc. increased its position in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 0.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 117,261 shares of the exchange traded fund’s stock after purchasing an additional 331 shares during the quarter. iShares MSCI EAFE ETF makes up about 2.9% of Monterey Private Wealth Inc.’s investment portfolio, making the stock its 7th largest holding. Monterey Private Wealth Inc.’s holdings in iShares MSCI EAFE ETF were worth $8,866,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in EFA. Arvest Bank Trust Division bought a new position in iShares MSCI EAFE ETF in the third quarter worth $119,220,000. USA Financial Formulas grew its position in shares of iShares MSCI EAFE ETF by 35,177.0% in the 3rd quarter. USA Financial Formulas now owns 977,879 shares of the exchange traded fund’s stock worth $81,780,000 after buying an additional 975,107 shares during the period. Toronto Dominion Bank increased its stake in shares of iShares MSCI EAFE ETF by 65.7% in the 3rd quarter. Toronto Dominion Bank now owns 2,240,907 shares of the exchange traded fund’s stock worth $187,407,000 after acquiring an additional 888,764 shares in the last quarter. DRW Securities LLC lifted its position in iShares MSCI EAFE ETF by 471.5% during the 3rd quarter. DRW Securities LLC now owns 915,832 shares of the exchange traded fund’s stock valued at $76,591,000 after acquiring an additional 755,574 shares during the period. Finally, AlTi Global Inc. grew its holdings in iShares MSCI EAFE ETF by 8.4% in the second quarter. AlTi Global Inc. now owns 6,655,277 shares of the exchange traded fund’s stock worth $521,308,000 after purchasing an additional 517,329 shares during the period. Hedge funds and other institutional investors own 79.80% of the company’s stock.

iShares MSCI EAFE ETF Stock Up 0.4 %

Shares of NYSEARCA EFA opened at $76.78 on Tuesday. The company has a 50 day simple moving average of $77.17 and a two-hundred day simple moving average of $79.45. iShares MSCI EAFE ETF has a fifty-two week low of $73.26 and a fifty-two week high of $84.56.

iShares MSCI EAFE ETF 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.