Sterling Financial Planning Inc. Raises Stake in iShares MSCI EAFE Growth ETF (BATS:EFG)

Sterling Financial Planning Inc. lifted its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 3.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 38,775 shares of the company’s stock after buying an additional 1,392 shares during the quarter. iShares MSCI EAFE Growth ETF makes up 1.6% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 17th largest position. Sterling Financial Planning Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $3,755,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of EFG. Moneta Group Investment Advisors LLC grew its holdings in iShares MSCI EAFE Growth ETF by 98,322.4% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 128,318,231 shares of the company’s stock valued at $10,747,935,000 after purchasing an additional 128,187,856 shares during the period. JPMorgan Chase & Co. grew its stake in iShares MSCI EAFE Growth ETF by 73.9% during the first quarter. JPMorgan Chase & Co. now owns 6,466,922 shares of the company’s stock worth $605,820,000 after buying an additional 2,747,559 shares during the period. Bank of America Corp DE grew its stake in iShares MSCI EAFE Growth ETF by 0.8% during the first quarter. Bank of America Corp DE now owns 4,548,060 shares of the company’s stock worth $426,062,000 after buying an additional 34,197 shares during the period. BlackRock Inc. grew its stake in iShares MSCI EAFE Growth ETF by 2.3% during the second quarter. BlackRock Inc. now owns 4,367,006 shares of the company’s stock worth $416,656,000 after buying an additional 96,495 shares during the period. Finally, Envestnet Portfolio Solutions Inc. purchased a new stake in iShares MSCI EAFE Growth ETF during the third quarter worth approximately $273,493,000.

iShares MSCI EAFE Growth ETF Trading Down 0.5 %

EFG traded down $0.46 during trading on Thursday, hitting $97.64. 353,778 shares of the company’s stock were exchanged. 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 50 day moving average price of $101.83 and a 200 day moving average price of $95.22. The firm has a market cap of $13.08 billion, a P/E ratio of 18.69 and a beta of 0.89.

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.