Summit Wealth & Retirement Planning Inc. Sells 1,113 Shares of iShares MSCI EAFE ETF (NYSEARCA:EFA)

Summit Wealth & Retirement Planning Inc. lessened its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 1.0% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 107,655 shares of the exchange traded fund’s stock after selling 1,113 shares during the period. iShares MSCI EAFE ETF comprises approximately 2.5% of Summit Wealth & Retirement Planning Inc.’s investment portfolio, making the stock its 11th largest holding. Summit Wealth & Retirement Planning Inc.’s holdings in iShares MSCI EAFE ETF were worth $8,140,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the stock. ORG Wealth Partners LLC acquired a new stake in iShares MSCI EAFE ETF in the 3rd quarter valued at about $39,000. Kennebec Savings Bank bought a new position in shares of iShares MSCI EAFE ETF during the 3rd quarter worth approximately $49,000. SYM FINANCIAL Corp increased its holdings in shares of iShares MSCI EAFE ETF by 81.7% during the 4th 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 last quarter. Synergy Asset Management LLC acquired a new position in shares of iShares MSCI EAFE ETF during the 4th quarter worth approximately $51,000. Finally, Endeavor Private Wealth Inc. bought a new stake in iShares MSCI EAFE ETF in the 4th quarter valued at $49,000. 79.80% of the stock is currently owned by institutional investors.

iShares MSCI EAFE ETF Trading Down 0.9 %

NYSEARCA:EFA opened at $79.61 on Friday. The firm’s fifty day moving average price is $77.61 and its two-hundred day moving average price is $79.34. iShares MSCI EAFE ETF has a one year low of $73.91 and a one year high of $84.56.

iShares MSCI EAFE ETF Company 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.