Core Wealth Advisors LLC Has $4.82 Million Stake in iShares MSCI EAFE Growth ETF $EFG

Core Wealth Advisors LLC increased its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 703.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 43,247 shares of the company’s stock after buying an additional 37,864 shares during the period. iShares MSCI EAFE Growth ETF accounts for approximately 3.7% of Core Wealth Advisors LLC’s investment portfolio, making the stock its 11th biggest position. Core Wealth Advisors LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $4,816,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. NBT Bank N A NY increased its stake in shares of iShares MSCI EAFE Growth ETF by 3.6% during the 1st quarter. NBT Bank N A NY now owns 291,374 shares of the company’s stock worth $32,450,000 after purchasing an additional 10,126 shares during the last quarter. Cobblestone Asset Management LLC bought a new stake in shares of iShares MSCI EAFE Growth ETF in the 1st quarter valued at about $5,417,000. Koshinski Asset Management Inc. lifted its stake in iShares MSCI EAFE Growth ETF by 5.2% in the 1st quarter. Koshinski Asset Management Inc. now owns 4,893 shares of the company’s stock valued at $545,000 after purchasing an additional 242 shares during the last quarter. Evolution Wealth Management Inc. lifted its stake in iShares MSCI EAFE Growth ETF by 78.8% in the 1st quarter. Evolution Wealth Management Inc. now owns 19,764 shares of the company’s stock valued at $2,201,000 after purchasing an additional 8,710 shares during the last quarter. Finally, HB Wealth Management LLC grew its holdings in iShares MSCI EAFE Growth ETF by 31.9% during the first quarter. HB Wealth Management LLC now owns 12,115 shares of the company’s stock worth $1,349,000 after purchasing an additional 2,933 shares during the period.

iShares MSCI EAFE Growth ETF Stock Performance

iShares MSCI EAFE Growth ETF stock opened at $123.63 on Friday. The stock has a 50-day simple moving average of $121.72 and a 200 day simple moving average of $118.74. The stock has a market capitalization of $14.54 billion, a P/E ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a 52 week low of $106.33 and a 52 week high of $125.71.

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