Heritage Wealth Management Inc. Texas Sells 3,306 Shares of iShares MSCI EAFE ETF (NYSEARCA:EFA)

Heritage Wealth Management Inc. Texas cut its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 53.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,855 shares of the exchange traded fund’s stock after selling 3,306 shares during the period. Heritage Wealth Management Inc. Texas’ holdings in iShares MSCI EAFE ETF were worth $216,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in iShares MSCI EAFE ETF by 5.3% during the 4th quarter. Brighton Jones LLC now owns 236,460 shares of the exchange traded fund’s stock valued at $17,879,000 after purchasing an additional 11,902 shares during the period. Sterling Group Wealth Management LLC raised its stake in iShares MSCI EAFE ETF by 2.9% in the fourth quarter. Sterling Group Wealth Management LLC now owns 134,261 shares of the exchange traded fund’s stock worth $10,151,000 after buying an additional 3,739 shares in the last quarter. Lincoln Capital Corp increased its holdings in shares of iShares MSCI EAFE ETF by 48.7% in the 4th quarter. Lincoln Capital Corp now owns 7,641 shares of the exchange traded fund’s stock valued at $578,000 after acquiring an additional 2,501 shares during the period. Edge Financial Advisors LLC raised its holdings in iShares MSCI EAFE ETF by 1.4% in the fourth quarter. Edge Financial Advisors LLC now owns 22,582 shares of the exchange traded fund’s stock worth $1,707,000 after purchasing an additional 313 shares in the last quarter. Finally, Trust Co. of Oklahoma boosted its holdings in shares of iShares MSCI EAFE ETF by 27.9% in the 4th quarter. Trust Co. of Oklahoma now owns 8,951 shares of the exchange traded fund’s stock valued at $677,000 after buying an additional 1,951 shares in the last quarter. Institutional investors own 79.80% of the company’s stock.

iShares MSCI EAFE ETF Trading Up 0.8 %

NYSEARCA EFA opened at $78.79 on Friday. iShares MSCI EAFE ETF has a 52 week low of $73.91 and a 52 week high of $84.56. The company has a 50 day moving average price of $77.20 and a 200 day moving average price of $79.42.

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.