Bernardo Wealth Planning LLC Has $439,000 Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

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Bernardo Wealth Planning LLC lifted its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 13.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,227 shares of the company’s stock after purchasing an additional 884 shares during the quarter. Bernardo Wealth Planning LLC’s holdings in iShares Core MSCI EAFE ETF were worth $439,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently made changes to their positions in IEFA. Green Square Capital LLC bought a new position in shares of iShares Core MSCI EAFE ETF during the 4th quarter worth approximately $23,556,000. Smith & Howard Wealth Management LLC lifted its position in shares of iShares Core MSCI EAFE ETF by 36.2% during the 1st quarter. Smith & Howard Wealth Management LLC now owns 106,894 shares of the company’s stock worth $6,496,000 after buying an additional 28,409 shares during the period. Kanawha Capital Management LLC lifted its position in shares of iShares Core MSCI EAFE ETF by 8.1% during the 1st quarter. Kanawha Capital Management LLC now owns 53,765 shares of the company’s stock worth $3,267,000 after buying an additional 4,015 shares during the period. Creative Planning lifted its position in shares of iShares Core MSCI EAFE ETF by 56.3% during the 4th quarter. Creative Planning now owns 7,082,782 shares of the company’s stock worth $389,553,000 after buying an additional 2,550,649 shares during the period. Finally, Capital Financial Planning LLC bought a new position in shares of iShares Core MSCI EAFE ETF during the 4th quarter worth approximately $1,765,000.

IEFA traded up $0.27 during trading on Tuesday, hitting $61.77. The company’s stock had a trading volume of 4,143,351 shares. iShares Core MSCI EAFE ETF has a 12 month low of $56.55 and a 12 month high of $70.84.

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Institutional Ownership by Quarter for iShares Core MSCI EAFE ETF (BATS:IEFA)

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