Concurrent Investment Advisors 13F: Adds $43M to IEFA Stake

Concurrent Investment Advisors has increased its stake in the iShares Core MSCI EAFE ETF (IEFA) in a filing on October 16, 2026. The firm added 439,072 shares to its position, bringing its total holdings to 1,371,452 shares valued at approximately $132.9 million. This change represents a 47.1% increase in their investment, reflecting the firm’s confidence in the ETF's performance.

What Changed in Concurrent Investment Advisors' iShares Core MSCI EAFE ETF Position

Concurrent Investment Advisors boosted its position in the iShares Core MSCI EAFE ETF by 439,072 shares, raising its total ownership to 1,371,452 shares. The increase showcases the firm's ongoing commitment to the ETF, as this move followed a period of growth for the fund, which invests heavily in large-, mid-, and small-cap securities in developed markets outside of North America.

iShares Core MSCI EAFE ETF Stock Down 0.2%

The iShares Core MSCI EAFE ETF is currently trading at about $96.43 as of October 16, 2026. This price is below its 50-day moving average of $98.98, indicating it may be facing some downward pressure. However, it remains above its 52-week low of $85.03 and is approximately 4.9% below its 52-week high of $101.44, suggesting there is potential for recovery.

Recent Earnings

However, investors may be looking for insights into the funds' performance and any updates on holdings in its next reporting period.

Dividend

The iShares Core MSCI EAFE ETF offers a dividend yield of 3.4%. This yield could attract income-focused investors, reinforcing the fund's appeal in the current market environment.

About iShares Core MSCI EAFE ETF

The iShares Core MSCI EAFE ETF is designed to provide exposure to equities in developed markets outside of North America, specifically targeting large-, mid-, and small-cap companies. It aims to track the performance of the MSCI EAFE Index, which includes stocks from Europe, Australasia, and the Far East. This recent stake increase by Concurrent Investment Advisors highlights the ETF's growing importance in global equity investment strategies.

Bottom Line

As a reminder, this filing reflects holdings as of the reporting period and may not represent Concurrent Investment Advisors' current position. Investors will likely be watching for any further changes in holdings, as well as updates on performance and potential upcoming earnings reports. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.