Evolution Wealth Management Inc. grew its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 78.8% during the first quarter, Holdings Channel reports. The fund owned 19,764 shares of the company’s stock after purchasing an additional 8,710 shares during the period. iShares MSCI EAFE Growth ETF makes up about 1.6% of Evolution Wealth Management Inc.’s holdings, making the stock its 14th biggest holding. Evolution Wealth Management Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $2,201,000 as of its most recent filing with the SEC.
Other institutional investors have also recently made changes to their positions in the company. HB Wealth Management LLC boosted its position in shares of iShares MSCI EAFE Growth ETF by 31.9% during the first quarter. HB Wealth Management LLC now owns 12,115 shares of the company’s stock valued at $1,349,000 after purchasing an additional 2,933 shares in the last quarter. PFG Investments LLC grew its stake in iShares MSCI EAFE Growth ETF by 107.8% in the first quarter. PFG Investments LLC now owns 4,352 shares of the company’s stock worth $485,000 after purchasing an additional 2,258 shares during the period. BIP Wealth LLC raised its holdings in iShares MSCI EAFE Growth ETF by 12.8% in the first quarter. BIP Wealth LLC now owns 8,243 shares of the company’s stock worth $918,000 after purchasing an additional 935 shares in the last quarter. World Investment Advisors raised its holdings in iShares MSCI EAFE Growth ETF by 215.7% in the first quarter. World Investment Advisors now owns 81,877 shares of the company’s stock worth $9,119,000 after purchasing an additional 55,942 shares in the last quarter. Finally, PAX Financial Group LLC purchased a new position in iShares MSCI EAFE Growth ETF during the first quarter valued at $12,298,000.
iShares MSCI EAFE Growth ETF Stock Performance
Shares of EFG stock opened at $123.63 on Friday. iShares MSCI EAFE Growth ETF has a 12 month low of $106.33 and a 12 month high of $125.71. The stock has a market cap of $14.54 billion, a PE ratio of 24.98 and a beta of 0.96. The company’s fifty day moving average price is $121.72 and its 200-day moving average price is $118.74.
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.
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