iShares MSCI EAFE Growth ETF $EFG Stock Position Boosted by Waller Financial Planning Group Inc.

Waller Financial Planning Group Inc. boosted its position in iShares MSCI EAFE Growth ETF (BATS:EFG) by 282.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 199,115 shares of the company’s stock after purchasing an additional 147,064 shares during the quarter. iShares MSCI EAFE Growth ETF makes up approximately 5.0% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 8th largest holding. Waller Financial Planning Group Inc. owned about 0.17% of iShares MSCI EAFE Growth ETF worth $22,683,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of EFG. Flow Traders U.S. LLC purchased a new position in shares of iShares MSCI EAFE Growth ETF in the 3rd quarter worth approximately $83,908,000. Charles Schwab Investment Management Inc. lifted its position in iShares MSCI EAFE Growth ETF by 94.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 870,647 shares of the company’s stock valued at $97,512,000 after acquiring an additional 421,923 shares during the last quarter. Citadel Advisors LLC lifted its position in iShares MSCI EAFE Growth ETF by 6,066.7% during the third quarter. Citadel Advisors LLC now owns 291,314 shares of the company’s stock valued at $33,175,000 after acquiring an additional 286,590 shares during the last quarter. Sagespring Wealth Partners LLC boosted its stake in iShares MSCI EAFE Growth ETF by 50.7% in the third quarter. Sagespring Wealth Partners LLC now owns 670,773 shares of the company’s stock valued at $76,388,000 after acquiring an additional 225,601 shares in the last quarter. Finally, Goldman Sachs Group Inc. grew its holdings in iShares MSCI EAFE Growth ETF by 34.2% in the first quarter. Goldman Sachs Group Inc. now owns 455,259 shares of the company’s stock worth $45,526,000 after purchasing an additional 115,944 shares during the last quarter.

iShares MSCI EAFE Growth ETF Trading Down 2.6%

BATS EFG opened at $109.20 on Friday. The firm’s fifty day simple moving average is $118.13 and its two-hundred day simple moving average is $115.94. The firm has a market capitalization of $12.84 billion, a P/E ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a 12-month low of $88.66 and a 12-month high of $123.63.

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. The Fund invests in sectors, such as consumer staples, industrials, consumer discretionary, materials, healthcare, financials, information technology, energy, telecommunication services and utilities.