Octavia Wealth Advisors LLC Boosts Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

Octavia Wealth Advisors LLC lifted its position in iShares Core MSCI EAFE ETF (BATS:IEFA) by 11.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 202,105 shares of the company’s stock after purchasing an additional 20,231 shares during the quarter. iShares Core MSCI EAFE ETF comprises approximately 1.7% of Octavia Wealth Advisors LLC’s portfolio, making the stock its 19th largest holding. Octavia Wealth Advisors LLC’s holdings in iShares Core MSCI EAFE ETF were worth $14,204,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Enclave Advisors LLC lifted its stake in iShares Core MSCI EAFE ETF by 49.2% during the fourth quarter. Enclave Advisors LLC now owns 75,145 shares of the company’s stock worth $5,281,000 after purchasing an additional 24,771 shares during the last quarter. Planned Solutions Inc. grew its position in iShares Core MSCI EAFE ETF by 1.8% during the fourth quarter. Planned Solutions Inc. now owns 88,824 shares of the company’s stock valued at $6,243,000 after acquiring an additional 1,532 shares during the last quarter. Atomi Financial Group Inc. lifted its holdings in shares of iShares Core MSCI EAFE ETF by 54.7% in the 4th quarter. Atomi Financial Group Inc. now owns 41,268 shares of the company’s stock worth $2,900,000 after acquiring an additional 14,600 shares during the last quarter. Camelot Technology Advisors Inc. boosted its stake in shares of iShares Core MSCI EAFE ETF by 1.7% in the 4th quarter. Camelot Technology Advisors Inc. now owns 86,443 shares of the company’s stock valued at $6,075,000 after purchasing an additional 1,429 shares in the last quarter. Finally, Tarbox Family Office Inc. grew its holdings in shares of iShares Core MSCI EAFE ETF by 0.5% during the 4th quarter. Tarbox Family Office Inc. now owns 382,879 shares of the company’s stock valued at $26,909,000 after purchasing an additional 2,002 shares during the last quarter.

iShares Core MSCI EAFE ETF Stock Up 4.3 %

BATS IEFA opened at $72.76 on Wednesday. The firm has a market cap of $114.23 billion, a price-to-earnings ratio of 14.38 and a beta of 0.82. The company has a 50-day simple moving average of $71.86 and a two-hundred day simple moving average of $73.95. iShares Core MSCI EAFE ETF has a 12-month low of $56.55 and a 12-month 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.