Total Wealth Planning LLC Cuts Position in iShares MSCI EAFE Growth ETF $EFG

Total Wealth Planning LLC trimmed its position in iShares MSCI EAFE Growth ETF (BATS:EFG) by 91.2% during the fourth quarter, HoldingsChannel.com reports. The firm owned 1,952 shares of the company’s stock after selling 20,246 shares during the quarter. Total Wealth Planning LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $222,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Central Pacific Bank Trust Division acquired a new stake in shares of iShares MSCI EAFE Growth ETF in the fourth quarter valued at about $735,000. Affinity Capital Advisors LLC grew its stake in shares of iShares MSCI EAFE Growth ETF by 4.5% in the fourth quarter. Affinity Capital Advisors LLC now owns 143,393 shares of the company’s stock valued at $16,335,000 after buying an additional 6,182 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its stake in shares of iShares MSCI EAFE Growth ETF by 14.5% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 161,867 shares of the company’s stock valued at $18,433,000 after buying an additional 20,519 shares in the last quarter. Asempa Wealth Advisors acquired a new stake in shares of iShares MSCI EAFE Growth ETF in the fourth quarter valued at about $1,008,000. Finally, NewEdge Wealth LLC grew its stake in shares of iShares MSCI EAFE Growth ETF by 1,077.6% in the fourth quarter. NewEdge Wealth LLC now owns 47,880 shares of the company’s stock valued at $5,455,000 after buying an additional 43,814 shares in the last quarter.

iShares MSCI EAFE Growth ETF Stock Performance

EFG stock opened at $123.54 on Friday. iShares MSCI EAFE Growth ETF has a 1 year low of $106.33 and a 1 year high of $124.28. The firm has a market cap of $14.53 billion, a P/E ratio of 24.98 and a beta of 0.96. The stock has a 50-day simple moving average of $120.06 and a 200-day simple moving average of $117.74.

iShares MSCI EAFE Growth ETF 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.