Congress Wealth Management LLC DE Has $42.71 Million Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Congress Wealth Management LLC DE trimmed its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 1.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 564,892 shares of the exchange traded fund’s stock after selling 7,700 shares during the period. Congress Wealth Management LLC DE’s holdings in iShares MSCI EAFE ETF were worth $42,712,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of the business. AllSquare Wealth Management LLC grew its position in shares of iShares MSCI EAFE ETF by 92.7% in the 4th quarter. AllSquare Wealth Management LLC now owns 395 shares of the exchange traded fund’s stock valued at $30,000 after purchasing an additional 190 shares during the period. Parkworth Wealth Management Inc. bought a new position in iShares MSCI EAFE ETF in the fourth quarter valued at approximately $32,000. Roxbury Financial LLC acquired a new position in shares of iShares MSCI EAFE ETF in the fourth quarter valued at approximately $43,000. Kentucky Trust Co bought a new stake in shares of iShares MSCI EAFE ETF during the fourth quarter worth $45,000. Finally, SYM FINANCIAL Corp raised its holdings in shares of iShares MSCI EAFE ETF by 81.7% during the fourth quarter. SYM FINANCIAL Corp now owns 607 shares of the exchange traded fund’s stock worth $46,000 after acquiring an additional 273 shares during the period. 79.80% of the stock is currently owned by institutional investors.

iShares MSCI EAFE ETF Trading Down 0.6 %

EFA opened at $83.66 on Monday. The firm’s fifty day simple moving average is $80.83 and its 200 day simple moving average is $79.91. The stock has a market capitalization of $58.78 billion, a P/E ratio of 17.21 and a beta of 0.86. iShares MSCI EAFE ETF has a 12 month low of $73.91 and a 12 month high of $85.19.

iShares MSCI EAFE ETF 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.