Valeo Financial Advisors LLC Cuts Position in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Valeo Financial Advisors LLC reduced its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 5.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 646,170 shares of the exchange traded fund’s stock after selling 39,839 shares during the period. iShares MSCI EAFE ETF comprises about 1.5% of Valeo Financial Advisors LLC’s holdings, making the stock its 15th largest holding. Valeo Financial Advisors LLC owned about 0.09% of iShares MSCI EAFE ETF worth $54,039,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Triad Wealth Partners LLC acquired a new stake in iShares MSCI EAFE ETF in the second quarter valued at approximately $25,000. Fortis Group Advisors LLC raised its stake in iShares MSCI EAFE ETF by 100.0% in the fourth quarter. Fortis Group Advisors LLC now owns 346 shares of the exchange traded fund’s stock valued at $26,000 after buying an additional 173 shares in the last quarter. SYM FINANCIAL Corp purchased a new stake in iShares MSCI EAFE ETF during the 2nd quarter worth about $26,000. CarsonAllaria Wealth Management Ltd. acquired a new position in shares of iShares MSCI EAFE ETF during the 1st quarter worth about $27,000. Finally, Beach Investment Counsel Inc. PA acquired a new position in shares of iShares MSCI EAFE ETF during the 2nd quarter worth about $35,000. 79.80% of the stock is owned by institutional investors and hedge funds.

iShares MSCI EAFE ETF Price Performance

Shares of NYSEARCA EFA opened at $82.30 on Friday. The stock’s 50-day simple moving average is $81.22 and its 200-day simple moving average is $80.01. iShares MSCI EAFE ETF has a fifty-two week low of $65.68 and a fifty-two week high of $84.56.

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.