iShares MSCI EAFE Growth ETF $EFG Shares Purchased by Shakespeare Wealth Management LLC

Shakespeare Wealth Management LLC grew its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 2.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 171,892 shares of the company’s stock after purchasing an additional 4,361 shares during the period. iShares MSCI EAFE Growth ETF makes up about 4.5% of Shakespeare Wealth Management LLC’s holdings, making the stock its 9th biggest position. Shakespeare Wealth Management LLC owned approximately 0.15% of iShares MSCI EAFE Growth ETF worth $19,575,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of EFG. Bangor Savings Bank acquired a new position in iShares MSCI EAFE Growth ETF during the third quarter worth $26,000. Guerra Advisors Inc acquired a new stake in iShares MSCI EAFE Growth ETF in the third quarter valued at $26,000. Rice Partnership LLC acquired a new stake in iShares MSCI EAFE Growth ETF in the second quarter valued at $28,000. Pandora Wealth Inc. purchased a new stake in shares of iShares MSCI EAFE Growth ETF during the 2nd quarter worth $28,000. Finally, Harbor Asset Planning Inc. acquired a new position in shares of iShares MSCI EAFE Growth ETF during the 2nd quarter worth $35,000.

iShares MSCI EAFE Growth ETF Stock Up 24.7%

Shares of EFG opened at $119.80 on Tuesday. iShares MSCI EAFE Growth ETF has a 52-week low of $88.66 and a 52-week high of $113.16. The company has a 50-day simple moving average of $116.18 and a 200-day simple moving average of $114.14. The company has a market capitalization of $14.09 billion, a PE ratio of 24.98 and a beta of 0.96.

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.