iShares MSCI EAFE Growth ETF (BATS:EFG) Shares Acquired by Western Wealth Management LLC

Western Wealth Management LLC raised its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 14.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,125 shares of the company’s stock after acquiring an additional 1,049 shares during the period. Western Wealth Management LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $787,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the stock. Beam Wealth Advisors Inc. increased its position in shares of iShares MSCI EAFE Growth ETF by 7.1% during the fourth quarter. Beam Wealth Advisors Inc. now owns 15,984 shares of the company’s stock valued at $1,548,000 after acquiring an additional 1,063 shares during the last quarter. Octavia Wealth Advisors LLC grew its holdings in shares of iShares MSCI EAFE Growth ETF by 3.2% in the fourth quarter. Octavia Wealth Advisors LLC now owns 263,053 shares of the company’s stock valued at $25,477,000 after purchasing an additional 8,110 shares in the last quarter. Marino Stram & Associates LLC acquired a new position in shares of iShares MSCI EAFE Growth ETF in the fourth quarter valued at approximately $209,000. United Asset Strategies Inc. grew its holdings in shares of iShares MSCI EAFE Growth ETF by 1.1% in the fourth quarter. United Asset Strategies Inc. now owns 12,396 shares of the company’s stock valued at $1,201,000 after purchasing an additional 133 shares in the last quarter. Finally, Flputnam Investment Management Co. acquired a new position in shares of iShares MSCI EAFE Growth ETF in the fourth quarter valued at approximately $388,000.

iShares MSCI EAFE Growth ETF Stock Performance

Shares of EFG stock opened at $97.17 on Friday. The stock has a market capitalization of $11.43 billion, a P/E ratio of 23.40 and a beta of 0.93. The company has a 50 day moving average price of $101.78 and a 200 day moving average price of $95.32. iShares MSCI EAFE Growth ETF has a fifty-two week low of $67.58 and a fifty-two week high of $85.81.

iShares MSCI EAFE Growth ETF Profile

iShares MSCI EAFE Growth ETF (the Fund), formerly iShares MSCI EAFE Growth Index Fund, is an exchange-traded fund (ETF). The Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI EAFE Growth Index (the Index). The Index is a subset of the MSCI EAFE Index and constituents of the Index include securities from Europe, Australasia (Australia and Asia), and the Far East.