Shakespeare Wealth Management LLC Purchases 4,361 Shares of iShares MSCI EAFE Growth ETF $EFG

Shakespeare Wealth Management LLC boosted its position in iShares MSCI EAFE Growth ETF (BATS:EFG) by 2.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 171,892 shares of the company’s stock after purchasing an additional 4,361 shares during the period. iShares MSCI EAFE Growth ETF comprises 4.5% of Shakespeare Wealth Management LLC’s investment portfolio, making the stock its 9th biggest position. Shakespeare Wealth Management LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $19,575,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of EFG. Bangor Savings Bank purchased a new position in shares of iShares MSCI EAFE Growth ETF in the third quarter valued at $26,000. Guerra Advisors Inc purchased a new stake in shares of iShares MSCI EAFE Growth ETF in the 3rd quarter worth about $26,000. Pandora Wealth Inc. acquired a new stake in iShares MSCI EAFE Growth ETF in the 2nd quarter valued at about $28,000. Rice Partnership LLC purchased a new position in iShares MSCI EAFE Growth ETF during the 2nd quarter valued at about $28,000. Finally, Harbor Asset Planning Inc. acquired a new position in iShares MSCI EAFE Growth ETF during the second quarter worth about $35,000.

iShares MSCI EAFE Growth ETF Price Performance

Shares of BATS EFG opened at $119.80 on Tuesday. The firm’s 50-day moving average is $116.18 and its two-hundred day moving average is $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 has a 12-month low of $88.66 and a 12-month high of $113.16.

iShares MSCI EAFE Growth ETF Company 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.