Waller Financial Planning Group Inc. Sells 450 Shares of iShares MSCI EAFE Growth ETF (BATS:EFG)

Waller Financial Planning Group Inc. trimmed its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 0.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 48,562 shares of the company’s stock after selling 450 shares during the quarter. iShares MSCI EAFE Growth ETF makes up about 1.2% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 22nd largest holding. Waller Financial Planning Group Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $4,702,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Disciplined Investments LLC grew its holdings in iShares MSCI EAFE Growth ETF by 2.0% during the 2nd quarter. Disciplined Investments LLC now owns 30,345 shares of the company’s stock valued at $3,104,000 after buying an additional 590 shares in the last quarter. Citizens Financial Group Inc. RI boosted its stake in shares of iShares MSCI EAFE Growth ETF by 264.3% during the 2nd quarter. Citizens Financial Group Inc. RI now owns 13,007 shares of the company’s stock worth $1,331,000 after purchasing an additional 9,437 shares during the period. Ritter Daniher Financial Advisory LLC DE grew its holdings in iShares MSCI EAFE Growth ETF by 3.8% during the 3rd quarter. Ritter Daniher Financial Advisory LLC DE now owns 9,055 shares of the company’s stock valued at $975,000 after purchasing an additional 332 shares during the last quarter. One Wealth Management Investment & Advisory Services LLC lifted its stake in iShares MSCI EAFE Growth ETF by 32.7% in the second quarter. One Wealth Management Investment & Advisory Services LLC now owns 60,215 shares of the company’s stock worth $6,160,000 after purchasing an additional 14,850 shares during the last quarter. Finally, Integrated Wealth Concepts LLC grew its stake in shares of iShares MSCI EAFE Growth ETF by 6.2% during the third quarter. Integrated Wealth Concepts LLC now owns 431,644 shares of the company’s stock valued at $46,467,000 after buying an additional 25,331 shares during the last quarter.

iShares MSCI EAFE Growth ETF Stock Performance

EFG stock traded down $0.26 during midday trading on Friday, reaching $96.57. The company’s stock had a trading volume of 583,626 shares. The firm has a market capitalization of $11.36 billion, a price-to-earnings ratio of 24.36 and a beta of 0.97. iShares MSCI EAFE Growth ETF has a 1 year low of $67.58 and a 1 year high of $85.81. The stock has a fifty day simple moving average of $100.19 and a two-hundred day simple moving average of $102.62.

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.