Rothschild Wealth LLC Reduces Stock Position in iShares MSCI EAFE Growth ETF $EFG

Rothschild Wealth LLC lessened its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFGFree Report) by 91.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,978 shares of the company’s stock after selling 50,410 shares during the quarter. Rothschild Wealth LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $567,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in EFG. Central Pacific Bank Trust Division purchased a new stake in iShares MSCI EAFE Growth ETF in the 4th quarter valued at about $735,000. Affinity Capital Advisors LLC grew its holdings in iShares MSCI EAFE Growth ETF by 4.5% in the 4th quarter. Affinity Capital Advisors LLC now owns 143,393 shares of the company’s stock valued at $16,335,000 after buying an additional 6,182 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in iShares MSCI EAFE Growth ETF by 14.5% in the 3rd 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 buying an additional 20,519 shares during the period. Asempa Wealth Advisors purchased a new stake in iShares MSCI EAFE Growth ETF in the 4th quarter valued at about $1,008,000. Finally, NewEdge Wealth LLC grew its holdings in iShares MSCI EAFE Growth ETF by 1,077.6% in the 4th quarter. NewEdge Wealth LLC now owns 47,880 shares of the company’s stock valued at $5,455,000 after buying an additional 43,814 shares during the period.

iShares MSCI EAFE Growth ETF Price Performance

EFG opened at $123.05 on Tuesday. The stock has a market capitalization of $14.47 billion, a price-to-earnings ratio of 24.98 and a beta of 0.96. The business has a 50-day moving average of $117.93 and a two-hundred day moving average of $117.18. iShares MSCI EAFE Growth ETF has a 12 month low of $106.33 and a 12 month high of $124.24.

About iShares MSCI EAFE Growth ETF

(Free Report)

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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Institutional Ownership by Quarter for iShares MSCI EAFE Growth ETF (BATS:EFG)

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