Waller Financial Planning Group Inc. Has $5.84 Million Stake in iShares MSCI EAFE Growth ETF $EFG

Waller Financial Planning Group Inc. lifted its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 5.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 52,130 shares of the company’s stock after acquiring an additional 2,531 shares during the quarter. iShares MSCI EAFE Growth ETF makes up approximately 1.4% of Waller Financial Planning Group Inc.’s portfolio, making the stock its 18th biggest position. Waller Financial Planning Group Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $5,839,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Scissortail Wealth Management LLC lifted its holdings in iShares MSCI EAFE Growth ETF by 9,678.3% during the 4th quarter. Scissortail Wealth Management LLC now owns 41,362 shares of the company’s stock worth $4,005,000 after buying an additional 40,939 shares during the period. Talisman Wealth Advisors LLC acquired a new position in iShares MSCI EAFE Growth ETF during the 4th quarter worth about $308,000. WCG Wealth Advisors LLC lifted its holdings in iShares MSCI EAFE Growth ETF by 3.2% during the 4th quarter. WCG Wealth Advisors LLC now owns 74,914 shares of the company’s stock worth $7,254,000 after buying an additional 2,320 shares during the period. Geneos Wealth Management Inc. lifted its holdings in iShares MSCI EAFE Growth ETF by 1.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 32,890 shares of the company’s stock worth $3,289,000 after buying an additional 463 shares during the period. Finally, First Heartland Consultants Inc. lifted its holdings in iShares MSCI EAFE Growth ETF by 41.9% during the 4th quarter. First Heartland Consultants Inc. now owns 18,496 shares of the company’s stock worth $1,791,000 after buying an additional 5,465 shares during the period.

iShares MSCI EAFE Growth ETF Trading Up 17.9%

Shares of EFG opened at $113.33 on Friday. The company has a market capitalization of $13.33 billion, a PE ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a 12 month low of $88.66 and a 12 month high of $113.16. The stock’s 50-day moving average price is $110.93 and its two-hundred day moving average price is $106.94.

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.