Ridgeline Wealth LLC Trims Holdings in iShares MSCI EAFE Growth ETF $EFG

Ridgeline Wealth LLC lessened its stake in iShares MSCI EAFE Growth ETF (BATS:EFG) by 61.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,741 shares of the company’s stock after selling 6,047 shares during the period. Ridgeline Wealth LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $426,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Rice Partnership LLC acquired a new position in iShares MSCI EAFE Growth ETF during the 2nd quarter worth $28,000. Pandora Wealth Inc. bought a new position in shares of iShares MSCI EAFE Growth ETF during the second quarter worth about $28,000. Harbor Asset Planning Inc. bought a new position in shares of iShares MSCI EAFE Growth ETF during the second quarter worth about $35,000. Asset Dedication LLC grew its stake in iShares MSCI EAFE Growth ETF by 1,526.1% in the second quarter. Asset Dedication LLC now owns 374 shares of the company’s stock worth $42,000 after purchasing an additional 351 shares in the last quarter. Finally, West Financial Advisors LLC bought a new stake in iShares MSCI EAFE Growth ETF in the second quarter valued at about $43,000.

iShares MSCI EAFE Growth ETF Stock Up 18.0%

Shares of BATS EFG opened at $113.37 on Friday. The stock’s 50 day moving average price is $114.49 and its two-hundred day moving average price is $112.57. iShares MSCI EAFE Growth ETF has a 52-week low of $88.66 and a 52-week high of $113.16. The stock has a market capitalization of $13.33 billion, a P/E ratio of 24.98 and a beta of 0.96.

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.