iShares MSCI EAFE Growth ETF (BATS:EFG) Shares Sold by ShoreHaven Wealth Partners LLC

ShoreHaven Wealth Partners LLC decreased its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 8.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,098 shares of the company’s stock after selling 3,349 shares during the quarter. iShares MSCI EAFE Growth ETF comprises about 2.2% of ShoreHaven Wealth Partners LLC’s portfolio, making the stock its 16th biggest position. ShoreHaven Wealth Partners LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $3,690,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of iShares MSCI EAFE Growth ETF by 35.9% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 69,483 shares of the company’s stock valued at $6,729,000 after acquiring an additional 18,366 shares during the period. Financial Perspectives Inc raised its stake in shares of iShares MSCI EAFE Growth ETF by 5.5% in the fourth quarter. Financial Perspectives Inc now owns 3,419 shares of the company’s stock worth $331,000 after purchasing an additional 177 shares during the last quarter. Mendel Capital Management LLC lifted its holdings in shares of iShares MSCI EAFE Growth ETF by 5.7% during the fourth quarter. Mendel Capital Management LLC now owns 11,186 shares of the company’s stock worth $1,083,000 after purchasing an additional 600 shares during the period. Consilio Wealth Advisors LLC boosted its position in iShares MSCI EAFE Growth ETF by 8.5% in the fourth quarter. Consilio Wealth Advisors LLC now owns 143,526 shares of the company’s stock valued at $13,901,000 after buying an additional 11,222 shares during the last quarter. Finally, Fragasso Group Inc. increased its holdings in iShares MSCI EAFE Growth ETF by 49.6% in the 4th quarter. Fragasso Group Inc. now owns 23,572 shares of the company’s stock worth $2,283,000 after buying an additional 7,820 shares during the period.

iShares MSCI EAFE Growth ETF Price Performance

EFG traded up $0.03 during trading on Wednesday, reaching $102.19. 257,824 shares of the company’s stock were exchanged. iShares MSCI EAFE Growth ETF has a 1 year low of $67.58 and a 1 year high of $85.81. The company’s fifty day simple moving average is $101.73 and its 200-day simple moving average is $96.66. The stock has a market capitalization of $12.02 billion, a P/E ratio of 24.36 and a beta of 0.97.

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.