MorganRosel Wealth Management LLC Trims Stake in iShares MSCI EAFE Growth ETF (BATS:EFG)

MorganRosel Wealth Management LLC decreased its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 9.3% in the third quarter, HoldingsChannel.com reports. The fund owned 43,648 shares of the company’s stock after selling 4,477 shares during the quarter. iShares MSCI EAFE Growth ETF comprises 1.5% of MorganRosel Wealth Management LLC’s portfolio, making the stock its 18th biggest holding. MorganRosel Wealth Management LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $4,699,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Farther Finance Advisors LLC raised its stake in shares of iShares MSCI EAFE Growth ETF by 33.3% in the second quarter. Farther Finance Advisors LLC now owns 149,071 shares of the company’s stock valued at $15,222,000 after acquiring an additional 37,204 shares during the period. Fermata Advisors LLC grew its stake in shares of iShares MSCI EAFE Growth ETF by 47.8% during the first quarter. Fermata Advisors LLC now owns 4,206 shares of the company’s stock worth $437,000 after acquiring an additional 1,361 shares during the last quarter. True Vision MN LLC acquired a new position in iShares MSCI EAFE Growth ETF during the 4th quarter valued at approximately $2,808,000. Maia Wealth LLC acquired a new stake in iShares MSCI EAFE Growth ETF during the 2nd quarter worth about $9,903,000. Finally, Clear Creek Financial Management LLC boosted its position in iShares MSCI EAFE Growth ETF by 17.3% in the second quarter. Clear Creek Financial Management LLC now owns 80,194 shares of the company’s stock valued at $8,204,000 after buying an additional 11,820 shares during the last quarter.

iShares MSCI EAFE Growth ETF Stock Performance

Shares of EFG opened at $106.18 on Friday. The business’s 50-day moving average is $104.59 and its two-hundred day moving average is $103.25. The company has a market capitalization of $12.49 billion, a P/E ratio of 24.36 and a beta of 0.97. iShares MSCI EAFE Growth ETF has a fifty-two week low of $67.58 and a fifty-two week high of $85.81.

iShares MSCI EAFE Growth ETF Company 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.