Forum Financial Management LP Has $256,000 Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Forum Financial Management LP trimmed its position in iShares Core MSCI EAFE ETF (BATS:IEFA) by 13.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,274 shares of the company’s stock after selling 527 shares during the quarter. Forum Financial Management LP’s holdings in iShares Core MSCI EAFE ETF were worth $256,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the business. Trueblood Wealth Management LLC raised its holdings in iShares Core MSCI EAFE ETF by 3.9% in the 2nd quarter. Trueblood Wealth Management LLC now owns 3,868 shares of the company’s stock valued at $281,000 after acquiring an additional 144 shares in the last quarter. Litman Gregory Wealth Management LLC increased its position in shares of iShares Core MSCI EAFE ETF by 0.5% in the second quarter. Litman Gregory Wealth Management LLC now owns 29,454 shares of the company’s stock worth $2,140,000 after purchasing an additional 149 shares during the period. Cardinal Point Capital Management ULC raised its stake in iShares Core MSCI EAFE ETF by 4.9% in the second quarter. Cardinal Point Capital Management ULC now owns 3,230 shares of the company’s stock valued at $235,000 after purchasing an additional 152 shares in the last quarter. Parsons Capital Management Inc. RI lifted its position in iShares Core MSCI EAFE ETF by 0.5% during the second quarter. Parsons Capital Management Inc. RI now owns 29,578 shares of the company’s stock worth $2,149,000 after purchasing an additional 154 shares during the period. Finally, CWS Financial Advisors LLC grew its stake in iShares Core MSCI EAFE ETF by 0.5% during the second quarter. CWS Financial Advisors LLC now owns 33,697 shares of the company’s stock worth $2,448,000 after buying an additional 156 shares in the last quarter.

iShares Core MSCI EAFE ETF Trading Up 1.0 %

Shares of BATS:IEFA opened at $74.74 on Wednesday. The firm has a 50 day moving average of $76.03 and a 200-day moving average of $74.67. The stock has a market capitalization of $117.34 billion, a PE ratio of 14.38 and a beta of 0.82. iShares Core MSCI EAFE ETF has a 12 month low of $56.55 and a 12 month high of $70.84.

About iShares Core MSCI EAFE ETF

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.