Wealthspire Retirement LLC Has $4.04 Million Stock Holdings in iShares MSCI EAFE Growth ETF $EFG

Wealthspire Retirement LLC lifted its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 16.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,306 shares of the company’s stock after purchasing an additional 5,010 shares during the period. Wealthspire Retirement LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $4,043,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in EFG. Basepoint Wealth LLC acquired a new stake in iShares MSCI EAFE Growth ETF during the 4th quarter worth approximately $25,000. Signature Equity Partners LLC increased its position in iShares MSCI EAFE Growth ETF by 1,147.4% in the 1st quarter. Signature Equity Partners LLC now owns 237 shares of the company’s stock valued at $26,000 after acquiring an additional 218 shares during the period. Evermay Wealth Management LLC increased its position in iShares MSCI EAFE Growth ETF by 87.0% in the 4th quarter. Evermay Wealth Management LLC now owns 245 shares of the company’s stock valued at $28,000 after acquiring an additional 114 shares during the period. Barnes Dennig Private Wealth Management LLC raised its stake in shares of iShares MSCI EAFE Growth ETF by 327.7% during the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 278 shares of the company’s stock valued at $32,000 after acquiring an additional 213 shares during the last quarter. Finally, Hamilton Point Investment Advisors LLC acquired a new position in shares of iShares MSCI EAFE Growth ETF during the fourth quarter worth $37,000.

iShares MSCI EAFE Growth ETF Stock Down 0.2%

Shares of iShares MSCI EAFE Growth ETF stock opened at $120.80 on Thursday. The stock has a market cap of $14.21 billion, a price-to-earnings ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a twelve month low of $106.33 and a twelve month high of $125.71. The company’s fifty day moving average is $122.15 and its 200 day moving average is $119.47.

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.