Diversify Wealth Management LLC Takes Position in iShares MSCI EAFE Growth ETF $EFG

Diversify Wealth Management LLC purchased a new stake in iShares MSCI EAFE Growth ETF (BATS:EFG) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 12,935 shares of the company’s stock, valued at approximately $1,539,000.

A number of other large investors have also added to or reduced their stakes in EFG. Brighton Jones LLC raised its holdings in iShares MSCI EAFE Growth ETF by 2.4% in the 4th quarter. Brighton Jones LLC now owns 53,985 shares of the company’s stock valued at $5,227,000 after buying an additional 1,266 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in iShares MSCI EAFE Growth ETF by 12.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 50,417 shares of the company’s stock valued at $4,882,000 after buying an additional 5,478 shares during the last quarter. AQR Capital Management LLC raised its holdings in iShares MSCI EAFE Growth ETF by 65.5% in the 1st quarter. AQR Capital Management LLC now owns 20,687 shares of the company’s stock valued at $2,069,000 after buying an additional 8,188 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in iShares MSCI EAFE Growth ETF by 34.2% in the 1st quarter. Goldman Sachs Group Inc. now owns 455,259 shares of the company’s stock valued at $45,526,000 after buying an additional 115,944 shares during the last quarter. Finally, First Trust Advisors LP bought a new position in iShares MSCI EAFE Growth ETF in the 2nd quarter valued at approximately $270,000.

iShares MSCI EAFE Growth ETF Price Performance

Shares of BATS EFG opened at $122.56 on Friday. The company has a 50 day simple moving average of $116.38 and a 200 day simple moving average of $116.54. The firm has a market cap of $14.41 billion, a PE ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a 1 year low of $105.71 and a 1 year high of $123.63.

About iShares MSCI EAFE Growth ETF

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.