Corient Private Wealth LLC Has $36.26 Million Position in iShares MSCI EAFE Growth ETF $EFG

Corient Private Wealth LLC boosted its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 22.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 318,230 shares of the company’s stock after purchasing an additional 57,564 shares during the quarter. Corient Private Wealth LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $36,257,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in EFG. 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 boosted its stake in iShares MSCI EAFE Growth ETF by 87.0% during the fourth quarter. Evermay Wealth Management LLC now owns 245 shares of the company’s stock worth $28,000 after acquiring an additional 114 shares in the last quarter. Barnes Dennig Private Wealth Management LLC boosted its stake in iShares MSCI EAFE Growth ETF by 327.7% during the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 278 shares of the company’s stock worth $32,000 after acquiring an additional 213 shares in the last quarter. Hamilton Point Investment Advisors LLC acquired a new stake in iShares MSCI EAFE Growth ETF in the fourth quarter worth $37,000. Finally, Dunhill Financial LLC grew its holdings in iShares MSCI EAFE Growth ETF by 133.8% in the fourth quarter. Dunhill Financial LLC now owns 332 shares of the company’s stock worth $38,000 after purchasing an additional 190 shares during the period.

iShares MSCI EAFE Growth ETF Price Performance

EFG stock opened at $125.10 on Monday. The stock has a market capitalization of $14.71 billion, a PE ratio of 24.98 and a beta of 0.96. The company’s 50-day moving average is $121.08 and its 200-day moving average is $118.17. iShares MSCI EAFE Growth ETF has a 1 year low of $106.33 and a 1 year high of $125.71.

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