iShares MSCI EAFE Growth ETF $EFG Stake Boosted by Meridian Wealth Partners LLC
by Jessica Moore · The Cerbat GemMeridian Wealth Partners LLC increased its stake in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 2.1% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 268,250 shares of the company’s stock after buying an additional 5,394 shares during the quarter. iShares MSCI EAFE Growth ETF accounts for approximately 4.2% of Meridian Wealth Partners LLC’s portfolio, making the stock its 6th largest holding. Meridian Wealth Partners LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $30,559,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Central Pacific Bank Trust Division purchased a new stake in iShares MSCI EAFE Growth ETF during the fourth quarter valued at about $735,000. Affinity Capital Advisors LLC lifted its holdings in iShares MSCI EAFE Growth ETF by 4.5% during the fourth quarter. Affinity Capital Advisors LLC now owns 143,393 shares of the company’s stock valued at $16,335,000 after purchasing an additional 6,182 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in iShares MSCI EAFE Growth ETF by 14.5% during the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 161,867 shares of the company’s stock valued at $18,433,000 after purchasing an additional 20,519 shares during the last quarter. Asempa Wealth Advisors purchased a new stake in iShares MSCI EAFE Growth ETF during the fourth quarter valued at about $1,008,000. Finally, NewEdge Wealth LLC lifted its holdings in iShares MSCI EAFE Growth ETF by 1,077.6% during the fourth quarter. NewEdge Wealth LLC now owns 47,880 shares of the company’s stock valued at $5,455,000 after purchasing an additional 43,814 shares during the last quarter.
iShares MSCI EAFE Growth ETF Stock Up 0.0%
BATS EFG opened at $123.54 on Friday. The company has a market cap of $14.53 billion, a PE ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a 52 week low of $106.33 and a 52 week high of $124.28. The firm’s 50-day simple moving average is $120.06 and its two-hundred day simple moving average is $117.74.
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. 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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