LVW Advisors LLC Acquires 4,993 Shares of iShares MSCI EAFE Growth ETF $EFG

LVW Advisors LLC raised its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 52.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,464 shares of the company’s stock after buying an additional 4,993 shares during the period. LVW Advisors LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $1,648,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in EFG. Mechanics Bank Trust Department increased its holdings in shares of iShares MSCI EAFE Growth ETF by 9.1% during the 4th quarter. Mechanics Bank Trust Department now owns 12,374 shares of the company’s stock valued at $1,410,000 after acquiring an additional 1,035 shares during the last quarter. Wealthcare Advisory Partners LLC lifted its holdings in iShares MSCI EAFE Growth ETF by 1.8% in the 4th quarter. Wealthcare Advisory Partners LLC now owns 5,523 shares of the company’s stock worth $629,000 after purchasing an additional 97 shares during the last quarter. InvesTrust boosted its position in iShares MSCI EAFE Growth ETF by 17.7% during the fourth quarter. InvesTrust now owns 21,745 shares of the company’s stock worth $2,477,000 after purchasing an additional 3,263 shares during the period. Sherman Wealth Management LLC acquired a new position in iShares MSCI EAFE Growth ETF during the fourth quarter valued at approximately $1,029,000. Finally, Net Worth Advisory Group grew its holdings in iShares MSCI EAFE Growth ETF by 475.1% during the fourth quarter. Net Worth Advisory Group now owns 33,287 shares of the company’s stock valued at $3,792,000 after purchasing an additional 27,499 shares during the last quarter.

iShares MSCI EAFE Growth ETF Stock Down 1.5%

BATS:EFG opened at $107.61 on Friday. The company’s 50 day moving average is $117.90 and its 200-day moving average is $115.93. iShares MSCI EAFE Growth ETF has a 12 month low of $88.66 and a 12 month high of $123.63. The firm has a market cap of $12.65 billion, a price-to-earnings 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.