Wingate Wealth Advisors Inc. Makes New $1.20 Million Investment in iShares Core MSCI EAFE ETF (BATS:IEFA)

Wingate Wealth Advisors Inc. purchased a new stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 17,093 shares of the company’s stock, valued at approximately $1,201,000. iShares Core MSCI EAFE ETF comprises about 1.2% of Wingate Wealth Advisors Inc.’s investment portfolio, making the stock its 24th biggest holding.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Darwin Wealth Management LLC acquired a new position in iShares Core MSCI EAFE ETF during the 3rd quarter valued at about $30,000. Comprehensive Financial Planning Inc. PA bought a new stake in shares of iShares Core MSCI EAFE ETF during the fourth quarter worth approximately $30,000. Financial Life Planners acquired a new position in iShares Core MSCI EAFE ETF in the fourth quarter valued at approximately $33,000. Union Savings Bank lifted its holdings in iShares Core MSCI EAFE ETF by 39.6% in the fourth quarter. Union Savings Bank now owns 501 shares of the company’s stock valued at $35,000 after buying an additional 142 shares during the period. Finally, Breakwater Investment Management bought a new position in iShares Core MSCI EAFE ETF in the fourth quarter valued at approximately $36,000.

iShares Core MSCI EAFE ETF Stock Performance

Shares of iShares Core MSCI EAFE ETF stock opened at $73.97 on Monday. The firm has a fifty day moving average of $72.19 and a two-hundred day moving average of $73.87. The stock has a market capitalization of $116.14 billion, a price-to-earnings ratio of 14.38 and a beta of 0.82. iShares Core MSCI EAFE ETF has a 52 week low of $56.55 and a 52 week high of $70.84.

iShares Core MSCI EAFE ETF 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.