Watermark Asset Management Inc. Has $940,000 Holdings in iShares MSCI EAFE ETF (EFA)

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Watermark Asset Management Inc. lessened its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 13.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,999 shares of the exchange traded fund’s stock after selling 2,414 shares during the quarter. Watermark Asset Management Inc.’s holdings in iShares MSCI EAFE ETF were worth $940,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Sound Income Strategies LLC boosted its stake in shares of iShares MSCI EAFE ETF by 2,155.0% in the 4th quarter. Sound Income Strategies LLC now owns 451 shares of the exchange traded fund’s stock valued at $27,000 after purchasing an additional 431 shares in the last quarter. Patriot Financial Group Insurance Agency LLC raised its holdings in iShares MSCI EAFE ETF by 468.2% during the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 1,625 shares of the exchange traded fund’s stock worth $110,000 after purchasing an additional 1,339 shares during the last quarter. Gresham Partners LLC bought a new stake in iShares MSCI EAFE ETF during the 3rd quarter worth about $143,000. Westpac Banking Corp raised its holdings in iShares MSCI EAFE ETF by 523.6% during the 3rd quarter. Westpac Banking Corp now owns 2,513 shares of the exchange traded fund’s stock worth $171,000 after purchasing an additional 2,110 shares during the last quarter. Finally, Hudock Capital Group LLC raised its holdings in iShares MSCI EAFE ETF by 47.9% during the 3rd quarter. Hudock Capital Group LLC now owns 2,825 shares of the exchange traded fund’s stock worth $192,000 after purchasing an additional 915 shares during the last quarter.

Shares of NYSEARCA:EFA opened at $61.03 on Monday. iShares MSCI EAFE ETF has a 1-year low of $56.77 and a 1-year high of $75.27.

The company also recently declared a semiannual dividend, which was paid on Monday, December 24th. Stockholders of record on Wednesday, December 19th were given a dividend of $0.638 per share. The ex-dividend date of this dividend was Tuesday, December 18th. This represents a dividend yield of 2.15%.

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iShares MSCI EAFE ETF 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: Fundamental Analysis – How It Helps Investors

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

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