Octavia Wealth Advisors LLC Grows Holdings in iShares MSCI EAFE Growth ETF $EFG

Octavia Wealth Advisors LLC lifted its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 20.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 292,513 shares of the company’s stock after purchasing an additional 48,817 shares during the period. iShares MSCI EAFE Growth ETF comprises about 3.7% of Octavia Wealth Advisors LLC’s investment portfolio, making the stock its 6th biggest position. Octavia Wealth Advisors LLC owned 0.25% of iShares MSCI EAFE Growth ETF worth $32,761,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Tassel Capital Management Inc. boosted its position in iShares MSCI EAFE Growth ETF by 15.2% during the 2nd quarter. Tassel Capital Management Inc. now owns 3,625 shares of the company’s stock valued at $406,000 after buying an additional 479 shares during the period. Avaii Wealth Management LLC purchased a new stake in iShares MSCI EAFE Growth ETF during the 2nd quarter valued at $221,000. McAdam LLC boosted its position in iShares MSCI EAFE Growth ETF by 2.5% during the 2nd quarter. McAdam LLC now owns 39,069 shares of the company’s stock valued at $4,376,000 after buying an additional 941 shares during the period. Signet Financial Management LLC boosted its position in iShares MSCI EAFE Growth ETF by 22.8% during the 2nd quarter. Signet Financial Management LLC now owns 18,844 shares of the company’s stock valued at $2,111,000 after buying an additional 3,496 shares during the period. Finally, Total Wealth Planning LLC boosted its position in iShares MSCI EAFE Growth ETF by 4.4% during the 2nd quarter. Total Wealth Planning LLC now owns 21,530 shares of the company’s stock valued at $2,411,000 after buying an additional 914 shares during the period.

iShares MSCI EAFE Growth ETF Stock Up 17.6%

Shares of EFG opened at $113.05 on Thursday. The stock has a market capitalization of $13.29 billion, a P/E ratio of 24.98 and a beta of 0.96. The firm has a fifty day simple moving average of $111.42 and a two-hundred day simple moving average of $107.52. iShares MSCI EAFE Growth ETF has a twelve month low of $88.66 and a twelve month high of $113.16.

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.