Kelleher Financial Advisors Buys New Stake in iShares MSCI EAFE Growth ETF $EFG

Kelleher Financial Advisors bought a new stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 43,887 shares of the company’s stock, valued at approximately $5,259,000. iShares MSCI EAFE Growth ETF makes up 1.4% of Kelleher Financial Advisors’ portfolio, making the stock its 14th largest position.

A number of other institutional investors also recently added to or reduced their stakes in the business. Envestnet Asset Management Inc. increased its holdings in shares of iShares MSCI EAFE Growth ETF by 5.4% during the second quarter. Envestnet Asset Management Inc. now owns 23,610,616 shares of the company’s stock valued at $2,937,631,000 after purchasing an additional 1,210,805 shares during the period. Bank of America Corp DE raised its position in shares of iShares MSCI EAFE Growth ETF by 35.0% during the 1st quarter. Bank of America Corp DE now owns 4,708,538 shares of the company’s stock worth $524,390,000 after buying an additional 1,221,082 shares in the last quarter. Cetera Investment Advisers lifted its stake in shares of iShares MSCI EAFE Growth ETF by 125.2% in the 1st 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 during the period. Envestnet Portfolio Solutions Inc. lifted its stake in shares of iShares MSCI EAFE Growth ETF by 2.8% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 1,892,107 shares of the company’s stock worth $235,416,000 after acquiring an additional 52,153 shares during the period. Finally, Park Avenue Securities LLC bought a new position in shares of iShares MSCI EAFE Growth ETF in the third quarter valued at approximately $223,500,000.

iShares MSCI EAFE Growth ETF Price Performance

iShares MSCI EAFE Growth ETF stock opened at $120.81 on Thursday. iShares MSCI EAFE Growth ETF has a 12-month low of $107.17 and a 12-month high of $127.44. The stock has a market capitalization of $14.21 billion, a PE ratio of 24.98 and a beta of 0.96. The firm has a 50 day simple moving average of $120.69 and a 200-day simple moving average of $120.33.

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.