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Bessemer Group Inc. bought a new position in iShares MSCI EAFE Value ETF during the third quarter valued at approximately $29,000.
Brookstone Capital Management’s holdings in iShares Core MSCI EAFE ETF were worth $5,458,000 as of its most recent filing with the Securities and Exchange Commission.
Dakota Wealth Management grew its stake in shares of iShares Core MSCI EAFE ETF by 61.5% in the 1st quarter.
Finally, CWM LLC raised its holdings in shares of iShares MSCI EAFE Growth ETF by 6.4% in the 1st quarter.
Finally, Tsfg LLC bought a new stake in iShares MSCI EAFE Growth ETF in the 4th quarter worth approximately $54,000.
Fortress Wealth Management Inc. raised its holdings in iShares Core MSCI EAFE ETF by 9.5% during the first quarter.
Grimes & Company Inc. grew its stake in shares of iShares Core MSCI EAFE ETF by 1,053.2% during the first quarter.
Howe & Rusling Inc. purchased a new stake in iShares MSCI EAFE Value ETF in the 4th quarter worth about $32,000.
In the third quarter of 2023, our investments experienced a total return of 3.45% before fees and 2.82% after fees, versus -4.26% for our comparable benchmark, the MSCI EAFE Small Cap Index, and -3.27% for the S&P 500 ().
Source: https://seekingalpha.com/article/4642484-comus-investment-q3-2023-letter?source=feed_all_articles
In this month’s article I outline why I am decreasing my January’s allocation to the SPDR S&P 500 Trust ETF () to 20%, adding 20% to iShares MSCI EAFE ETF (), and putting the other 60% of my assets in cash.
JPMorgan Chase & Co. lifted its stake in iShares Currency Hedged MSCI EAFE ETF by 6.3% during the 1st quarter.
Lakewood Asset Management LLC bought a new position in shares of iShares ESG Aware MSCI EAFE ETF in the fourth quarter worth about $26,000.
Lumature Wealth Partners LLC reduced its position in shares of iShares MSCI EAFE Growth ETF () by 6.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission.
McClarren Financial Advisors Inc. grew its position in iShares Core MSCI EAFE ETF by 445.2% during the first quarter.
Moneta Group Investment Advisors LLC increased its position in shares of iShares Core MSCI EAFE ETF by 114,199.2% in the fourth quarter.
The company has a market capitalization of $16.72 billion, a P/E ratio of 9.51 and a beta of 0.84. iShares MSCI EAFE Value ETF has a 12 month low of $49.15 and a 12 month high of $59.57.
The firm has a fifty day moving average of $69.84 and a two-hundred day moving average of $71.03. iShares MSCI EAFE ETF has a twelve month low of $65.09 and a twelve month high of $74.74.
The firm owned 59,196 shares of the company’s stock after selling 529 shares during the quarter. iShares Core MSCI EAFE ETF comprises about 0.9% of Baron Silver Stevens Financial Advisors LLC’s holdings, making the stock its 23rd biggest position.
The fund owned 122,928 shares of the exchange traded fund’s stock after selling 7,105 shares during the quarter. iShares MSCI EAFE ETF makes up about 4.3% of Monterey Private Wealth Inc.’s holdings, making the stock its 5th largest position.
Tompkins Financial Corp lifted its stake in iShares MSCI EAFE Value ETF by 66.1% in the 1st quarter.