Retirement Wealth Solutions LLC Makes New $2.28 Million Investment in iShares MSCI EAFE Growth ETF (BATS:EFG)

Retirement Wealth Solutions LLC bought a new position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 23,522 shares of the company’s stock, valued at approximately $2,275,000. iShares MSCI EAFE Growth ETF makes up about 1.9% of Retirement Wealth Solutions LLC’s portfolio, making the stock its 14th biggest position.

A number of other large investors have also bought and sold shares of EFG. Davis Capital Management bought a new position in shares of iShares MSCI EAFE Growth ETF in the third quarter valued at $25,000. Evermay Wealth Management LLC increased its holdings in iShares MSCI EAFE Growth ETF by 833.3% during the 3rd quarter. Evermay Wealth Management LLC now owns 252 shares of the company’s stock worth $27,000 after purchasing an additional 225 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its holdings in shares of iShares MSCI EAFE Growth ETF by 176.2% in the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 279 shares of the company’s stock valued at $30,000 after purchasing an additional 178 shares in the last quarter. Viewpoint Capital Management LLC purchased a new position in shares of iShares MSCI EAFE Growth ETF during the third quarter valued at approximately $30,000. Finally, Atmos Advisory LLC purchased a new stake in iShares MSCI EAFE Growth ETF in the 4th quarter valued at $30,000.

iShares MSCI EAFE Growth ETF Price Performance

Shares of EFG stock opened at $98.58 on Friday. iShares MSCI EAFE Growth ETF has a one year low of $67.58 and a one year high of $85.81. The company has a market cap of $11.59 billion, a P/E ratio of 24.36 and a beta of 0.97. The firm has a 50-day moving average of $99.22 and a 200-day moving average of $102.23.

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.