iShares MSCI EAFE Growth ETF (BATS:EFG) is Octavia Wealth Advisors LLC’s 2nd Largest Position

Octavia Wealth Advisors LLC raised its position in iShares MSCI EAFE Growth ETF (BATS:EFG) by 3.2% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 263,053 shares of the company’s stock after acquiring an additional 8,110 shares during the period. iShares MSCI EAFE Growth ETF makes up about 4.5% of Octavia Wealth Advisors LLC’s holdings, making the stock its 2nd largest holding. Octavia Wealth Advisors LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $25,477,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the company. Marino Stram & Associates LLC purchased a new stake in shares of iShares MSCI EAFE Growth ETF during the 4th quarter valued at approximately $209,000. United Asset Strategies Inc. lifted its stake in shares of iShares MSCI EAFE Growth ETF by 1.1% during the 4th quarter. United Asset Strategies Inc. now owns 12,396 shares of the company’s stock valued at $1,201,000 after buying an additional 133 shares in the last quarter. Flputnam Investment Management Co. purchased a new stake in shares of iShares MSCI EAFE Growth ETF during the 4th quarter valued at approximately $388,000. Keel Point LLC lifted its stake in shares of iShares MSCI EAFE Growth ETF by 32.3% during the 4th quarter. Keel Point LLC now owns 14,949 shares of the company’s stock valued at $1,448,000 after buying an additional 3,652 shares in the last quarter. Finally, Bison Wealth LLC lifted its stake in shares of iShares MSCI EAFE Growth ETF by 19.0% during the 4th quarter. Bison Wealth LLC now owns 24,468 shares of the company’s stock valued at $2,370,000 after buying an additional 3,913 shares in the last quarter.

iShares MSCI EAFE Growth ETF Trading Down 0.5 %

Shares of EFG stock traded down $0.47 during trading on Tuesday, reaching $98.80. 259,136 shares of the company’s stock traded hands. The company has a market capitalization of $13.24 billion, a P/E ratio of 18.69 and a beta of 0.89. The firm’s 50-day moving average is $101.83 and its 200 day moving average is $95.11. iShares MSCI EAFE Growth ETF has a 1 year low of $67.58 and a 1 year high of $85.81.

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.