Winthrop Advisory Group LLC Has $8.09 Million Position in iShares MSCI EAFE ETF (EFA)

Winthrop Advisory Group LLC lowered its position in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 27.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 118,959 shares of the exchange traded fund’s stock after selling 44,318 shares during the quarter. iShares MSCI EAFE ETF comprises 4.6% of Winthrop Advisory Group LLC’s investment portfolio, making the stock its 8th largest holding. Winthrop Advisory Group LLC’s holdings in iShares MSCI EAFE ETF were worth $8,088,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in EFA. Private Asset Management Inc. grew its holdings in iShares MSCI EAFE ETF by 8.1% during the 3rd quarter. Private Asset Management Inc. now owns 10,258 shares of the exchange traded fund’s stock valued at $697,000 after buying an additional 770 shares in the last quarter. Middleton & Co Inc MA grew its holdings in iShares MSCI EAFE ETF by 2.8% during the 2nd quarter. Middleton & Co Inc MA now owns 28,547 shares of the exchange traded fund’s stock valued at $1,912,000 after buying an additional 780 shares in the last quarter. Hefren Tillotson Inc. grew its holdings in iShares MSCI EAFE ETF by 2.5% during the 2nd quarter. Hefren Tillotson Inc. now owns 31,867 shares of the exchange traded fund’s stock valued at $2,134,000 after buying an additional 785 shares in the last quarter. Dynamic Advisor Solutions LLC grew its holdings in iShares MSCI EAFE ETF by 6.4% during the 2nd quarter. Dynamic Advisor Solutions LLC now owns 13,108 shares of the exchange traded fund’s stock valued at $878,000 after buying an additional 786 shares in the last quarter. Finally, Harborview Advisors LLC grew its holdings in iShares MSCI EAFE ETF by 14.9% during the 2nd quarter. Harborview Advisors LLC now owns 6,085 shares of the exchange traded fund’s stock valued at $408,000 after buying an additional 788 shares in the last quarter.

EFA stock opened at $61.26 on Tuesday. iShares MSCI EAFE ETF has a twelve month low of $60.58 and a twelve month high of $75.27.



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.

Further Reading: What are the Benefits of Index Funds?

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Institutional Ownership by Quarter for iShares MSCI EAFE ETF (NYSEARCA:EFA)

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