Meritage Portfolio Management Sells 435 Shares of iShares MSCI EAFE ETF (NYSEARCA:EFA)

Meritage Portfolio Management cut its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 12.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,975 shares of the exchange traded fund’s stock after selling 435 shares during the quarter. Meritage Portfolio Management’s holdings in iShares MSCI EAFE ETF were worth $249,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. boosted its holdings in iShares MSCI EAFE ETF by 17.6% during the first quarter. JPMorgan Chase & Co. now owns 27,440,338 shares of the exchange traded fund’s stock valued at $2,191,386,000 after acquiring an additional 4,116,234 shares during the period. Jane Street Group LLC raised its stake in shares of iShares MSCI EAFE ETF by 3.1% in the first quarter. Jane Street Group LLC now owns 13,121,576 shares of the exchange traded fund’s stock valued at $1,047,889,000 after purchasing an additional 391,042 shares in the last quarter. Envestnet Asset Management Inc. boosted its stake in iShares MSCI EAFE ETF by 33.1% during the second quarter. Envestnet Asset Management Inc. now owns 8,765,455 shares of the exchange traded fund’s stock worth $686,598,000 after buying an additional 2,179,857 shares in the last quarter. AlTi Global Inc. increased its stake in iShares MSCI EAFE ETF by 8.4% in the second quarter. AlTi Global Inc. now owns 6,655,277 shares of the exchange traded fund’s stock valued at $521,308,000 after acquiring an additional 517,329 shares during the period. Finally, TD Asset Management Inc boosted its stake in iShares MSCI EAFE ETF by 31.0% in the 2nd quarter. TD Asset Management Inc now owns 5,825,155 shares of the exchange traded fund’s stock valued at $456,284,000 after buying an additional 1,377,019 shares in the last quarter. 79.80% of the stock is owned by institutional investors.

iShares MSCI EAFE ETF Stock Performance

Shares of NYSEARCA:EFA opened at $79.18 on Tuesday. The company’s fifty day moving average is $81.40 and its 200-day moving average is $80.33. iShares MSCI EAFE ETF has a 52 week low of $68.71 and a 52 week 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.