Vertex Planning Partners LLC Cuts Stake in iShares MSCI EAFE Growth ETF $EFG

Vertex Planning Partners LLC lowered its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 80.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 7,461 shares of the company’s stock after selling 30,829 shares during the period. Vertex Planning Partners LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $850,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. Bangor Savings Bank purchased a new stake in iShares MSCI EAFE Growth ETF during the third quarter valued at about $26,000. Guerra Advisors Inc purchased a new position in shares of iShares MSCI EAFE Growth ETF in the third quarter worth about $26,000. Cedar Mountain Advisors LLC increased its holdings in shares of iShares MSCI EAFE Growth ETF by 50.2% in the third quarter. Cedar Mountain Advisors LLC now owns 317 shares of the company’s stock worth $36,000 after buying an additional 106 shares during the period. Collier Financial bought a new stake in shares of iShares MSCI EAFE Growth ETF in the 3rd quarter valued at about $39,000. Finally, Asset Dedication LLC lifted its stake in shares of iShares MSCI EAFE Growth ETF by 1,526.1% in the 2nd quarter. Asset Dedication LLC now owns 374 shares of the company’s stock valued at $42,000 after acquiring an additional 351 shares during the last quarter.

iShares MSCI EAFE Growth ETF Price Performance

Shares of EFG stock opened at $114.56 on Wednesday. The business has a 50-day moving average of $119.24 and a 200 day moving average of $116.01. iShares MSCI EAFE Growth ETF has a 1-year low of $88.66 and a 1-year high of $123.63. The stock has a market capitalization of $13.47 billion, a PE ratio of 24.98 and a beta of 0.96.

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.