Sterling Financial Planning Inc. Raises Holdings in iShares MSCI EAFE Growth ETF (BATS:EFG)

Sterling Financial Planning Inc. grew its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 3.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,775 shares of the company’s stock after purchasing an additional 1,392 shares during the period. iShares MSCI EAFE Growth ETF makes up approximately 1.6% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 17th biggest position. Sterling Financial Planning Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $3,755,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in EFG. Mendel Capital Management LLC lifted its holdings in shares of iShares MSCI EAFE Growth ETF by 5.7% in the 4th quarter. Mendel Capital Management LLC now owns 11,186 shares of the company’s stock valued at $1,083,000 after acquiring an additional 600 shares during the last quarter. Consilio Wealth Advisors LLC lifted its holdings in shares of iShares MSCI EAFE Growth ETF by 8.5% in the 4th quarter. Consilio Wealth Advisors LLC now owns 143,526 shares of the company’s stock valued at $13,901,000 after acquiring an additional 11,222 shares during the last quarter. Fragasso Group Inc. lifted its holdings in shares of iShares MSCI EAFE Growth ETF by 49.6% in the 4th quarter. Fragasso Group Inc. now owns 23,572 shares of the company’s stock valued at $2,283,000 after acquiring an additional 7,820 shares during the last quarter. Choreo LLC lifted its holdings in shares of iShares MSCI EAFE Growth ETF by 8.8% in the 3rd quarter. Choreo LLC now owns 84,603 shares of the company’s stock valued at $7,301,000 after acquiring an additional 6,863 shares during the last quarter. Finally, Essex Savings Bank bought a new position in shares of iShares MSCI EAFE Growth ETF in the 3rd quarter valued at about $282,000.

iShares MSCI EAFE Growth ETF Trading Down 0.5 %

Shares of BATS:EFG traded down $0.46 during trading on Thursday, reaching $97.64. The company’s stock had a trading volume of 353,778 shares. iShares MSCI EAFE Growth ETF has a 12 month low of $67.58 and a 12 month high of $85.81. The firm’s 50 day simple moving average is $101.83 and its two-hundred day simple moving average is $95.22. The stock has a market capitalization of $13.08 billion, a PE ratio of 18.69 and a beta of 0.89.

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.