Next Level Wealth Planning LLC Invests $523,000 in iShares Core MSCI EAFE ETF (BATS:IEFA)

Next Level Wealth Planning LLC purchased a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 7,435 shares of the company’s stock, valued at approximately $523,000. iShares Core MSCI EAFE ETF makes up about 0.4% of Next Level Wealth Planning LLC’s investment portfolio, making the stock its 20th largest holding.

Several other large investors have also recently added to or reduced their stakes in the stock. Darwin Wealth Management LLC purchased a new stake in shares of iShares Core MSCI EAFE ETF during the third quarter worth about $30,000. Farmers & Merchants Trust Co of Chambersburg PA acquired a new position in iShares Core MSCI EAFE ETF in the fourth quarter worth about $29,000. Comprehensive Financial Planning Inc. PA acquired a new position in iShares Core MSCI EAFE ETF in the fourth quarter worth about $30,000. St. Johns Investment Management Company LLC acquired a new position in iShares Core MSCI EAFE ETF in the third quarter worth about $37,000. Finally, Financial Life Planners acquired a new position in iShares Core MSCI EAFE ETF in the fourth quarter valued at approximately $33,000.

iShares Core MSCI EAFE ETF Stock Up 8.9 %

Shares of IEFA stock opened at $75.99 on Friday. The business has a 50 day moving average of $72.28 and a two-hundred day moving average of $73.92. iShares Core MSCI EAFE ETF has a 52 week low of $56.55 and a 52 week high of $70.84. The company has a market cap of $119.30 billion, a P/E ratio of 14.38 and a beta of 0.82.

iShares Core MSCI EAFE ETF Company Profile

The iShares Core MSCI EAFE ETF (IEFA) is an exchange-traded fund that is based on the MSCI EAFE IMI index, a market-cap-weighted index of developed-market stocks in Europe, Australasia and the Far East, and excludes North America IEFA was launched on Oct 18, 2012 and is managed by BlackRock.