Joel Adams & Associates Inc. Invests $4.21 Million in iShares Core MSCI EAFE ETF (BATS:IEFA)

Joel Adams & Associates Inc. bought a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 59,890 shares of the company’s stock, valued at approximately $4,209,000. iShares Core MSCI EAFE ETF comprises approximately 3.8% of Joel Adams & Associates Inc.’s investment portfolio, making the stock its 6th largest position.

Other large investors also recently made changes to their positions in the company. Chan Zuckerberg Initiative LLC bought a new stake in iShares Core MSCI EAFE ETF during the third quarter worth $86,526,000. Confluence Investment Management LLC purchased a new stake in shares of iShares Core MSCI EAFE ETF during the 4th quarter valued at $284,000. Shepherd Financial Partners LLC raised its stake in shares of iShares Core MSCI EAFE ETF by 0.3% during the 4th quarter. Shepherd Financial Partners LLC now owns 686,669 shares of the company’s stock worth $48,259,000 after purchasing an additional 1,730 shares during the period. GAMMA Investing LLC raised its stake in shares of iShares Core MSCI EAFE ETF by 21.4% during the 4th quarter. GAMMA Investing LLC now owns 12,326 shares of the company’s stock worth $866,000 after purchasing an additional 2,176 shares during the period. Finally, PBMares Wealth Management LLC boosted its holdings in shares of iShares Core MSCI EAFE ETF by 14.6% in the 4th quarter. PBMares Wealth Management LLC now owns 4,651 shares of the company’s stock worth $327,000 after buying an additional 594 shares during the last quarter.

iShares Core MSCI EAFE ETF Stock Performance

BATS IEFA opened at $76.51 on Wednesday. The company has a market capitalization of $120.11 billion, a PE 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. The company has a 50-day simple moving average of $72.36 and a 200 day simple moving average of $73.97.

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.