Western Wealth Management LLC Raises Stake in iShares MSCI EAFE Growth ETF $EFG

Western Wealth Management LLC increased its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 147.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,669 shares of the company’s stock after buying an additional 5,164 shares during the quarter. Western Wealth Management LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $965,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of EFG. Basepoint Wealth LLC purchased a new stake in shares of iShares MSCI EAFE Growth ETF in the fourth quarter worth about $25,000. Signature Equity Partners LLC increased its holdings in iShares MSCI EAFE Growth ETF by 1,147.4% in the first quarter. Signature Equity Partners LLC now owns 237 shares of the company’s stock valued at $26,000 after buying an additional 218 shares in the last quarter. Wellington Grp LLC increased its holdings in iShares MSCI EAFE Growth ETF by 125.9% in the first quarter. Wellington Grp LLC now owns 332 shares of the company’s stock valued at $37,000 after buying an additional 185 shares in the last quarter. Hamilton Point Investment Advisors LLC acquired a new position in shares of iShares MSCI EAFE Growth ETF in the fourth quarter worth about $37,000. Finally, Dunhill Financial LLC boosted its stake in shares of iShares MSCI EAFE Growth ETF by 133.8% during the 4th quarter. Dunhill Financial LLC now owns 332 shares of the company’s stock worth $38,000 after acquiring an additional 190 shares in the last quarter.

iShares MSCI EAFE Growth ETF Stock Up 0.2%

BATS:EFG opened at $127.15 on Friday. iShares MSCI EAFE Growth ETF has a 52 week low of $107.17 and a 52 week high of $127.38. The stock has a market capitalization of $14.95 billion, a PE ratio of 24.98 and a beta of 0.96. The stock’s 50-day moving average price is $122.57 and its 200-day moving average price is $119.99.

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.