Evolution Wealth Management Inc. Has $1.26 Million Stake in iShares MSCI EAFE Growth ETF $EFG

Evolution Wealth Management Inc. boosted its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 70.5% in the fourth quarter, HoldingsChannel reports. The firm owned 11,054 shares of the company’s stock after acquiring an additional 4,572 shares during the period. iShares MSCI EAFE Growth ETF makes up 1.0% of Evolution Wealth Management Inc.’s portfolio, making the stock its 22nd biggest position. Evolution Wealth Management Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $1,259,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Basepoint Wealth LLC acquired a new stake in iShares MSCI EAFE Growth ETF during the 4th quarter valued at $25,000. Evermay Wealth Management LLC increased its holdings in iShares MSCI EAFE Growth ETF by 87.0% during the 4th quarter. Evermay Wealth Management LLC now owns 245 shares of the company’s stock valued at $28,000 after purchasing an additional 114 shares in the last quarter. Barnes Dennig Private Wealth Management LLC increased its holdings in iShares MSCI EAFE Growth ETF by 327.7% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 278 shares of the company’s stock valued at $32,000 after purchasing an additional 213 shares in the last quarter. Dunhill Financial LLC increased its holdings in iShares MSCI EAFE Growth ETF by 133.8% during the 4th quarter. Dunhill Financial LLC now owns 332 shares of the company’s stock valued at $38,000 after purchasing an additional 190 shares in the last quarter. Finally, Collier Financial acquired a new stake in iShares MSCI EAFE Growth ETF during the 3rd quarter valued at $39,000.

iShares MSCI EAFE Growth ETF Price Performance

EFG stock opened at $122.93 on Thursday. The business has a fifty day moving average price of $118.47 and a 200 day moving average price of $117.29. iShares MSCI EAFE Growth ETF has a fifty-two week low of $106.33 and a fifty-two week high of $124.24. The stock has a market capitalization of $14.46 billion, a price-to-earnings 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.