Financial Synergies Wealth Advisors Inc. increased its stake in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 3.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 440,047 shares of the company’s stock after purchasing an additional 13,396 shares during the period. iShares MSCI EAFE Growth ETF accounts for 5.3% of Financial Synergies Wealth Advisors Inc.’s portfolio, making the stock its 6th largest position. Financial Synergies Wealth Advisors Inc. owned approximately 0.37% of iShares MSCI EAFE Growth ETF worth $42,610,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Evermay Wealth Management LLC grew its position in shares of iShares MSCI EAFE Growth ETF by 833.3% during the third quarter. Evermay Wealth Management LLC now owns 252 shares of the company’s stock worth $27,000 after acquiring an additional 225 shares during the last quarter. Viewpoint Capital Management LLC acquired a new position in iShares MSCI EAFE Growth ETF during the 3rd quarter valued at about $30,000. Thurston Springer Miller Herd & Titak Inc. grew its position in iShares MSCI EAFE Growth ETF by 176.2% in the 3rd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 279 shares of the company’s stock worth $30,000 after purchasing an additional 178 shares during the last quarter. Atmos Advisory LLC bought a new stake in shares of iShares MSCI EAFE Growth ETF during the fourth quarter valued at approximately $30,000. Finally, Perkins Coie Trust Co bought a new position in iShares MSCI EAFE Growth ETF in the 4th quarter worth approximately $30,000.
iShares MSCI EAFE Growth ETF Price Performance
EFG opened at $102.82 on Friday. iShares MSCI EAFE Growth ETF has a 12 month low of $67.58 and a 12 month high of $85.81. The stock’s 50 day moving average price is $99.83 and its 200 day moving average price is $101.97. The stock has a market cap of $12.09 billion, a P/E ratio of 24.36 and a beta of 0.97.
About iShares MSCI EAFE Growth ETF
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.
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