Sofi Wealth LLC Has $42.18 Million Holdings in iShares MSCI EAFE Growth ETF $EFG

Sofi Wealth LLC trimmed its position in iShares MSCI EAFE Growth ETF (BATS:EFG) by 28.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 378,729 shares of the company’s stock after selling 150,106 shares during the period. iShares MSCI EAFE Growth ETF makes up approximately 2.0% of Sofi Wealth LLC’s investment portfolio, making the stock its 16th largest holding. Sofi Wealth LLC owned 0.32% of iShares MSCI EAFE Growth ETF worth $42,179,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Basepoint Wealth LLC acquired a new position in iShares MSCI EAFE Growth ETF during the fourth quarter worth $25,000. Evermay Wealth Management LLC grew its position in iShares MSCI EAFE Growth ETF by 87.0% in the fourth quarter. Evermay Wealth Management LLC now owns 245 shares of the company’s stock valued at $28,000 after purchasing an additional 114 shares in the last quarter. Barnes Dennig Private Wealth Management LLC increased its stake in iShares MSCI EAFE Growth ETF by 327.7% in the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 278 shares of the company’s stock valued at $32,000 after buying an additional 213 shares during the last quarter. Hamilton Point Investment Advisors LLC acquired a new stake in iShares MSCI EAFE Growth ETF in the 4th quarter valued at $37,000. Finally, Dunhill Financial LLC lifted its position in 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 buying an additional 190 shares in the last quarter.

iShares MSCI EAFE Growth ETF Trading Down 1.1%

BATS EFG opened at $120.84 on Friday. iShares MSCI EAFE Growth ETF has a 12 month low of $106.33 and a 12 month high of $125.71. The company has a market cap of $14.21 billion, a PE ratio of 24.98 and a beta of 0.96. The stock has a 50 day moving average of $122.25 and a 200-day moving average of $119.30.

About iShares MSCI EAFE Growth ETF

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.