Evolution Wealth Management Inc. Increases Holdings in iShares MSCI EAFE Growth ETF $EFG

Evolution Wealth Management Inc. raised its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 78.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,764 shares of the company’s stock after purchasing an additional 8,710 shares during the period. iShares MSCI EAFE Growth ETF accounts for about 1.6% of Evolution Wealth Management Inc.’s holdings, making the stock its 14th largest holding. Evolution Wealth Management Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $2,201,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of EFG. Cannon Financial Strategists Inc. increased its stake in shares of iShares MSCI EAFE Growth ETF by 0.5% during the fourth quarter. Cannon Financial Strategists Inc. now owns 19,114 shares of the company’s stock valued at $2,177,000 after buying an additional 86 shares during the period. Disciplined Investments LLC raised its holdings in shares of iShares MSCI EAFE Growth ETF by 0.3% during the fourth quarter. Disciplined Investments LLC now owns 27,928 shares of the company’s stock valued at $3,182,000 after acquiring an additional 87 shares in the last quarter. Triangle Securities Wealth Management lifted its stake in iShares MSCI EAFE Growth ETF by 2.7% in the first quarter. Triangle Securities Wealth Management now owns 3,288 shares of the company’s stock worth $366,000 after acquiring an additional 87 shares during the period. CreativeOne Wealth LLC lifted its stake in iShares MSCI EAFE Growth ETF by 0.3% in the fourth quarter. CreativeOne Wealth LLC now owns 34,888 shares of the company’s stock worth $3,974,000 after acquiring an additional 89 shares during the period. Finally, Wealthcare Advisory Partners LLC boosted its holdings in iShares MSCI EAFE Growth ETF by 1.8% in the fourth quarter. Wealthcare Advisory Partners LLC now owns 5,523 shares of the company’s stock valued at $629,000 after acquiring an additional 97 shares in the last quarter.

iShares MSCI EAFE Growth ETF Stock Performance

Shares of iShares MSCI EAFE Growth ETF stock opened at $123.63 on Friday. The company’s fifty day simple moving average is $121.72 and its two-hundred day simple moving average is $118.74. The company has a market cap of $14.54 billion, a P/E ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a 12-month low of $106.33 and a 12-month high of $125.71.

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.