iShares MSCI EAFE Growth ETF $EFG is Waller Financial Planning Group Inc.’s 7th Largest Position

Waller Financial Planning Group Inc. raised its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 2.0% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 219,957 shares of the company’s stock after buying an additional 4,285 shares during the period. iShares MSCI EAFE Growth ETF comprises about 5.6% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 7th biggest holding. Waller Financial Planning Group Inc. owned 0.19% of iShares MSCI EAFE Growth ETF worth $27,367,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of EFG. Bank of America Corp DE increased its stake in shares of iShares MSCI EAFE Growth ETF by 35.0% in the first quarter. Bank of America Corp DE now owns 4,708,538 shares of the company’s stock worth $524,390,000 after acquiring an additional 1,221,082 shares during the last quarter. Cetera Investment Advisers raised its holdings in shares of iShares MSCI EAFE Growth ETF by 125.2% during the first quarter. Cetera Investment Advisers now owns 2,208,206 shares of the company’s stock worth $245,928,000 after acquiring an additional 1,227,595 shares in the last quarter. Bank of New York Mellon Corp boosted its position in iShares MSCI EAFE Growth ETF by 166.6% during the first quarter. Bank of New York Mellon Corp now owns 1,472,363 shares of the company’s stock valued at $163,977,000 after purchasing an additional 920,188 shares during the last quarter. MML Investors Services LLC boosted its position in iShares MSCI EAFE Growth ETF by 8.0% during the second quarter. MML Investors Services LLC now owns 1,333,981 shares of the company’s stock valued at $149,406,000 after purchasing an additional 99,158 shares during the last quarter. Finally, Ameriprise Financial Inc. grew its stake in iShares MSCI EAFE Growth ETF by 1.1% in the second quarter. Ameriprise Financial Inc. now owns 1,242,079 shares of the company’s stock valued at $138,664,000 after purchasing an additional 13,888 shares in the last quarter.

iShares MSCI EAFE Growth ETF Price Performance

Shares of BATS EFG opened at $124.61 on Wednesday. iShares MSCI EAFE Growth ETF has a one year low of $107.17 and a one year high of $125.71. The business’s 50-day moving average price is $122.20 and its two-hundred day moving average price is $119.63. The company has a market capitalization of $14.65 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.