My Legacy Advisors LLC Trims Holdings in iShares MSCI EAFE Growth ETF $EFG

My Legacy Advisors LLC decreased its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 1.5% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 24,209 shares of the company’s stock after selling 362 shares during the period. iShares MSCI EAFE Growth ETF makes up about 1.0% of My Legacy Advisors LLC’s investment portfolio, making the stock its 28th largest position. My Legacy Advisors LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $2,707,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. WCG Wealth Advisors LLC grew its position in iShares MSCI EAFE Growth ETF by 3.2% in the fourth quarter. WCG Wealth Advisors LLC now owns 74,914 shares of the company’s stock valued at $7,254,000 after acquiring an additional 2,320 shares during the period. Geneos Wealth Management Inc. grew its holdings in shares of iShares MSCI EAFE Growth ETF by 1.4% in the first quarter. Geneos Wealth Management Inc. now owns 32,890 shares of the company’s stock valued at $3,289,000 after acquiring an additional 463 shares in the last quarter. Financial Perspectives Inc boosted its stake in iShares MSCI EAFE Growth ETF by 5.3% during the first quarter. Financial Perspectives Inc now owns 3,570 shares of the company’s stock valued at $357,000 after buying an additional 179 shares during the period. LifeWealth Investments LLC grew its holdings in shares of iShares MSCI EAFE Growth ETF by 84.0% during the 1st quarter. LifeWealth Investments LLC now owns 56,535 shares of the company’s stock worth $5,653,000 after acquiring an additional 25,807 shares during the period. Finally, Beacon Financial Planning Inc. raised its stake in iShares MSCI EAFE Growth ETF by 47.6% during the 1st quarter. Beacon Financial Planning Inc. now owns 6,297 shares of the company’s stock valued at $630,000 after buying an additional 2,030 shares during the last quarter.

iShares MSCI EAFE Growth ETF Stock Performance

Shares of BATS:EFG opened at $113.70 on Friday. iShares MSCI EAFE Growth ETF has a one year low of $88.66 and a one year high of $113.16. The firm’s 50 day simple moving average is $111.20 and its 200-day simple moving average is $107.30. The firm has a market cap of $13.37 billion, a PE ratio of 24.98 and a beta of 0.96.

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.