iShares MSCI EAFE Growth ETF $EFG Shares Purchased by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC lifted its position in iShares MSCI EAFE Growth ETF (BATS:EFG) by 1.8% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,148 shares of the company’s stock after purchasing an additional 274 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $1,697,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. grew its stake in shares of iShares MSCI EAFE Growth ETF by 1.4% in the 1st quarter. Geneos Wealth Management Inc. now owns 32,890 shares of the company’s stock valued at $3,289,000 after purchasing an additional 463 shares during the last quarter. Financial Perspectives Inc lifted its holdings in shares of iShares MSCI EAFE Growth ETF by 5.3% during the first quarter. Financial Perspectives Inc now owns 3,570 shares of the company’s stock worth $357,000 after purchasing an additional 179 shares during the period. LifeWealth Investments LLC grew its position in iShares MSCI EAFE Growth ETF by 84.0% in the 1st quarter. LifeWealth Investments LLC now owns 56,535 shares of the company’s stock valued at $5,653,000 after buying an additional 25,807 shares during the last quarter. Janney Montgomery Scott LLC increased its stake in iShares MSCI EAFE Growth ETF by 0.6% in the 2nd quarter. Janney Montgomery Scott LLC now owns 929,210 shares of the company’s stock valued at $104,072,000 after buying an additional 5,963 shares during the period. Finally, Beacon Financial Planning Inc. raised its position in iShares MSCI EAFE Growth ETF by 47.6% during the 1st quarter. Beacon Financial Planning Inc. now owns 6,297 shares of the company’s stock worth $630,000 after buying an additional 2,030 shares during the last quarter.

iShares MSCI EAFE Growth ETF Price Performance

EFG opened at $112.90 on Friday. iShares MSCI EAFE Growth ETF has a 12 month low of $88.66 and a 12 month high of $113.16. The stock has a market capitalization of $13.28 billion, a P/E ratio of 24.98 and a beta of 0.96. The business has a 50 day simple moving average of $112.52 and a 200-day simple moving average of $108.40.

iShares MSCI EAFE Growth ETF Company 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.