Evolution Wealth Management Inc. Has $1.26 Million Holdings in iShares MSCI EAFE Growth ETF $EFG

Evolution Wealth Management Inc. lifted its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 70.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,054 shares of the company’s stock after purchasing an additional 4,572 shares during the quarter. iShares MSCI EAFE Growth ETF makes up about 1.0% of Evolution Wealth Management Inc.’s investment portfolio, making the stock its 22nd largest position. Evolution Wealth Management Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $1,259,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. Basepoint Wealth LLC bought a new position in shares of iShares MSCI EAFE Growth ETF during the 4th quarter worth approximately $25,000. Evermay Wealth Management LLC lifted its position in shares of iShares MSCI EAFE Growth ETF by 87.0% during the 4th quarter. Evermay Wealth Management LLC now owns 245 shares of the company’s stock worth $28,000 after buying an additional 114 shares during the period. Barnes Dennig Private Wealth Management LLC lifted its position in shares of iShares MSCI EAFE Growth ETF by 327.7% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 278 shares of the company’s stock worth $32,000 after buying an additional 213 shares during the period. Dunhill Financial LLC lifted its position in shares of iShares MSCI EAFE Growth ETF by 133.8% during the 4th quarter. Dunhill Financial LLC now owns 332 shares of the company’s stock worth $38,000 after buying an additional 190 shares during the period. Finally, Collier Financial bought a new position in shares of iShares MSCI EAFE Growth ETF during the 3rd quarter worth approximately $39,000.

iShares MSCI EAFE Growth ETF Price Performance

iShares MSCI EAFE Growth ETF stock opened at $122.93 on Thursday. The company has a market capitalization of $14.46 billion, a PE ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a one year low of $106.33 and a one year high of $124.24. The business has a 50 day simple moving average of $118.47 and a 200 day simple moving average of $117.29.

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. The Fund invests in sectors, such as consumer staples, industrials, consumer discretionary, materials, healthcare, financials, information technology, energy, telecommunication services and utilities.