Vertex Planning Partners LLC Has $2.33 Million Stock Holdings in iShares MSCI EAFE Growth ETF (BATS:EFG)

Vertex Planning Partners LLC grew its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 5.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 21,685 shares of the company’s stock after purchasing an additional 1,096 shares during the quarter. Vertex Planning Partners LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $2,334,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Envestnet Asset Management Inc. raised its position in shares of iShares MSCI EAFE Growth ETF by 57.4% in the second quarter. Envestnet Asset Management Inc. now owns 26,597,234 shares of the company’s stock valued at $2,720,897,000 after purchasing an additional 9,697,657 shares during the period. LPL Financial LLC raised its holdings in iShares MSCI EAFE Growth ETF by 49.5% in the 2nd quarter. LPL Financial LLC now owns 6,599,521 shares of the company’s stock worth $675,131,000 after acquiring an additional 2,184,037 shares during the period. Axiom Advisory LLC lifted its position in iShares MSCI EAFE Growth ETF by 9.2% during the 3rd quarter. Axiom Advisory LLC now owns 5,422,968 shares of the company’s stock worth $562,613,000 after acquiring an additional 455,586 shares during the last quarter. Envestnet Portfolio Solutions Inc. boosted its holdings in iShares MSCI EAFE Growth ETF by 60.9% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 3,742,137 shares of the company’s stock valued at $382,821,000 after acquiring an additional 1,416,067 shares during the period. Finally, CWM LLC grew its position in shares of iShares MSCI EAFE Growth ETF by 54.3% in the second quarter. CWM LLC now owns 2,767,095 shares of the company’s stock valued at $283,074,000 after purchasing an additional 973,742 shares during the last quarter.

iShares MSCI EAFE Growth ETF Stock Performance

iShares MSCI EAFE Growth ETF stock opened at $98.33 on Tuesday. The business’s 50-day simple moving average is $103.87 and its 200-day simple moving average is $103.55. iShares MSCI EAFE Growth ETF has a 52 week low of $67.58 and a 52 week high of $85.81. The firm has a market capitalization of $11.56 billion, a PE ratio of 24.36 and a beta of 0.97.

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.