Fonville Wealth Management LLC Purchases New Stake in iShares MSCI EAFE Growth ETF (BATS:EFG)

Fonville Wealth Management LLC bought a new position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 2,500 shares of the company’s stock, valued at approximately $242,000.

A number of other institutional investors have also modified their holdings of the company. Sterling Financial Planning Inc. increased its position in shares of iShares MSCI EAFE Growth ETF by 3.7% during the fourth quarter. Sterling Financial Planning Inc. now owns 38,775 shares of the company’s stock worth $3,755,000 after purchasing an additional 1,392 shares in the last quarter. Western Wealth Management LLC lifted its stake in shares of iShares MSCI EAFE Growth ETF by 14.8% during the 4th quarter. Western Wealth Management LLC now owns 8,125 shares of the company’s stock worth $787,000 after purchasing an additional 1,049 shares during the period. Beam Wealth Advisors Inc. lifted its stake in shares of iShares MSCI EAFE Growth ETF by 7.1% during the 4th quarter. Beam Wealth Advisors Inc. now owns 15,984 shares of the company’s stock worth $1,548,000 after purchasing an additional 1,063 shares during the period. Octavia Wealth Advisors LLC lifted its stake in shares of iShares MSCI EAFE Growth ETF by 3.2% during the 4th quarter. Octavia Wealth Advisors LLC now owns 263,053 shares of the company’s stock worth $25,477,000 after purchasing an additional 8,110 shares during the period. Finally, Marino Stram & Associates LLC acquired a new stake in shares of iShares MSCI EAFE Growth ETF during the 4th quarter worth $209,000.

iShares MSCI EAFE Growth ETF Stock Down 0.5 %

Shares of EFG stock traded down $0.46 on Thursday, reaching $97.64. 353,778 shares of the stock were exchanged. iShares MSCI EAFE Growth ETF has a 1-year low of $67.58 and a 1-year high of $85.81. The stock has a market cap of $13.08 billion, a P/E ratio of 18.69 and a beta of 0.89. The firm has a 50 day moving average of $101.83 and a two-hundred day moving average of $95.22.

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.