Waller Financial Planning Group Inc. Purchases 13,916 Shares of iShares MSCI EAFE Growth ETF $EFG

Waller Financial Planning Group Inc. raised its stake in iShares MSCI EAFE Growth ETF (BATS:EFG) by 6.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 233,873 shares of the company’s stock after purchasing an additional 13,916 shares during the period. iShares MSCI EAFE Growth ETF accounts for approximately 5.7% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 6th biggest position. Waller Financial Planning Group Inc. owned approximately 0.20% of iShares MSCI EAFE Growth ETF worth $28,025,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Ameritas Advisory Services LLC raised its position in shares of iShares MSCI EAFE Growth ETF by 174.4% during the second quarter. Ameritas Advisory Services LLC now owns 6,860 shares of the company’s stock worth $854,000 after acquiring an additional 4,360 shares during the last quarter. Hoxton Planning & Management LLC lifted its position in shares of iShares MSCI EAFE Growth ETF by 73.5% during the first quarter. Hoxton Planning & Management LLC now owns 56,038 shares of the company’s stock worth $6,241,000 after acquiring an additional 23,746 shares in the last quarter. Integrated Wealth Concepts LLC raised its holdings in shares of iShares MSCI EAFE Growth ETF by 58.9% in the 2nd quarter. Integrated Wealth Concepts LLC now owns 300,668 shares of the company’s stock valued at $37,409,000 after acquiring an additional 111,392 shares in the last quarter. TIAA Trust National Association grew its position in iShares MSCI EAFE Growth ETF by 2.8% during the fourth quarter. TIAA Trust National Association now owns 640,754 shares of the company’s stock valued at $72,995,000 after acquiring an additional 17,178 shares during the last quarter. Finally, RFG Advisory LLC boosted its position in iShares MSCI EAFE Growth ETF by 87.1% during the 1st quarter. RFG Advisory LLC now owns 30,035 shares of the company’s stock valued at $3,345,000 after buying an additional 13,980 shares during the period.

iShares MSCI EAFE Growth ETF Price Performance

EFG stock traded down $1.17 on Wednesday, reaching $119.96. 176,167 shares of the company traded hands, compared to its average volume of 1,402,543. iShares MSCI EAFE Growth ETF has a one year low of $107.17 and a one year high of $127.44. The firm has a fifty day simple moving average of $123.05 and a 200-day simple moving average of $120.91. The company has a market cap of $14.11 billion, a P/E ratio of 24.98 and a beta of 0.96.

iShares MSCI EAFE Growth ETF shares are set to split before the market opens on Thursday, November 5th. The 3-1 split was recently announced. The newly created shares will be issued to shareholders after the closing bell on Wednesday, November 4th.

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.