NewEdge Wealth LLC Grows Position in iShares MSCI EAFE Growth ETF $EFG

NewEdge Wealth LLC boosted its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 14.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 54,927 shares of the company’s stock after acquiring an additional 7,047 shares during the period. NewEdge Wealth LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $6,117,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in the business. Basepoint Wealth LLC purchased a new stake in shares of iShares MSCI EAFE Growth ETF in the 4th quarter worth approximately $25,000. Evermay Wealth Management LLC increased its holdings in iShares MSCI EAFE Growth ETF by 87.0% during the fourth quarter. Evermay Wealth Management LLC now owns 245 shares of the company’s stock valued at $28,000 after buying an additional 114 shares during the period. Barnes Dennig Private Wealth Management LLC increased its holdings in iShares MSCI EAFE Growth ETF by 327.7% during the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 278 shares of the company’s stock valued at $32,000 after buying an additional 213 shares during the period. Hamilton Point Investment Advisors LLC bought a new position in iShares MSCI EAFE Growth ETF in the fourth quarter worth approximately $37,000. Finally, Dunhill Financial LLC raised its stake in iShares MSCI EAFE Growth ETF by 133.8% in the fourth quarter. Dunhill Financial LLC now owns 332 shares of the company’s stock worth $38,000 after buying an additional 190 shares in the last quarter.

iShares MSCI EAFE Growth ETF Stock Down 1.4%

iShares MSCI EAFE Growth ETF stock opened at $119.11 on Friday. The business has a fifty day moving average of $122.12 and a two-hundred day moving average of $119.50. The firm has a market cap of $14.01 billion, a P/E ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a twelve month low of $106.33 and a twelve month high of $125.71.

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