Shakespeare Wealth Management LLC acquired a new stake in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 191,670 shares of the company’s stock, valued at approximately $22,968,000. iShares MSCI EAFE Growth ETF makes up approximately 4.4% of Shakespeare Wealth Management LLC’s investment portfolio, making the stock its 7th largest holding.
Other institutional investors have also modified their holdings of the company. Milestone Investment Advisors LLC boosted its position in iShares MSCI EAFE Growth ETF by 1.1% during the 1st quarter. Milestone Investment Advisors LLC now owns 8,114 shares of the company’s stock worth $904,000 after purchasing an additional 85 shares during the period. Tassel Capital Management Inc. raised its position in iShares MSCI EAFE Growth ETF by 1.5% in the second quarter. Tassel Capital Management Inc. now owns 6,131 shares of the company’s stock valued at $763,000 after purchasing an additional 91 shares during the period. Focused Alpha LLC raised its position in iShares MSCI EAFE Growth ETF by 3.7% in the third quarter. Focused Alpha LLC now owns 2,777 shares of the company’s stock valued at $333,000 after purchasing an additional 100 shares during the period. Beacon Financial Group lifted its stake in shares of iShares MSCI EAFE Growth ETF by 2.2% during the first quarter. Beacon Financial Group now owns 4,828 shares of the company’s stock worth $538,000 after purchasing an additional 105 shares in the last quarter. Finally, Droms Strauss Advisors Inc. MO ADV boosted its position in shares of iShares MSCI EAFE Growth ETF by 2.9% in the first quarter. Droms Strauss Advisors Inc. MO ADV now owns 4,101 shares of the company’s stock worth $457,000 after buying an additional 115 shares during the period.
iShares MSCI EAFE Growth ETF Trading Up 0.3%
Shares of EFG stock opened at $119.67 on Thursday. The company has a market capitalization of $14.07 billion, a PE ratio of 24.98 and a beta of 0.96. The firm has a fifty day simple moving average of $121.29 and a 200-day simple moving average of $120.33. iShares MSCI EAFE Growth ETF has a twelve month low of $107.17 and a twelve month high of $127.44.
iShares MSCI EAFE Growth ETF’s stock is scheduled to split before the market opens on Thursday, November 5th. The 3-1 split was recently announced. The newly created shares will be distributed to shareholders after the market closes on Wednesday, November 4th.
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. 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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