Mosley Wealth Management Buys Shares of 40,611 iShares MSCI EAFE Growth ETF $EFG

Mosley Wealth Management bought a new stake in iShares MSCI EAFE Growth ETF (BATS:EFG) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 40,611 shares of the company’s stock, valued at approximately $4,733,000. iShares MSCI EAFE Growth ETF makes up about 2.2% of Mosley Wealth Management’s investment portfolio, making the stock its 10th largest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in EFG. Basepoint Wealth LLC purchased a new position in iShares MSCI EAFE Growth ETF in the 4th quarter valued at about $25,000. Evermay Wealth Management LLC lifted its holdings in iShares MSCI EAFE Growth ETF by 87.0% in the 4th 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 lifted its holdings 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 purchasing an additional 213 shares in the last quarter. Dunhill Financial LLC lifted its holdings in iShares MSCI EAFE Growth ETF by 133.8% in the 4th quarter. Dunhill Financial LLC now owns 332 shares of the company’s stock valued at $38,000 after purchasing an additional 190 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC purchased a new position in iShares MSCI EAFE Growth ETF in the 4th quarter valued at about $60,000.

iShares MSCI EAFE Growth ETF Price Performance

Shares of EFG stock opened at $123.49 on Friday. The firm has a market cap of $14.52 billion, a P/E ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a 1-year low of $106.33 and a 1-year high of $124.28. The firm’s 50-day simple moving average is $119.87 and its 200-day simple moving average is $117.70.

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.