Sax Wealth Advisors LLC Acquires 4,649 Shares of iShares MSCI EAFE Growth ETF $EFG

Sax Wealth Advisors LLC boosted its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 61.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,240 shares of the company’s stock after purchasing an additional 4,649 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $1,371,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Watershed Private Wealth LLC lifted its stake in iShares MSCI EAFE Growth ETF by 9.3% during the second quarter. Watershed Private Wealth LLC now owns 79,128 shares of the company’s stock worth $8,862,000 after purchasing an additional 6,717 shares during the period. SGL Investment Advisors Inc. raised its stake in shares of iShares MSCI EAFE Growth ETF by 6.3% in the second quarter. SGL Investment Advisors Inc. now owns 7,595 shares of the company’s stock valued at $845,000 after acquiring an additional 449 shares during the last quarter. Stephen J. Garry & Associates LLC raised its stake in shares of iShares MSCI EAFE Growth ETF by 11.7% in the second quarter. Stephen J. Garry & Associates LLC now owns 2,865 shares of the company’s stock valued at $321,000 after acquiring an additional 300 shares during the last quarter. True Vision MN LLC raised its stake in shares of iShares MSCI EAFE Growth ETF by 0.4% in the second quarter. True Vision MN LLC now owns 35,668 shares of the company’s stock valued at $3,995,000 after acquiring an additional 142 shares during the last quarter. Finally, Confluence Wealth Services Inc. raised its stake in shares of iShares MSCI EAFE Growth ETF by 7.0% in the second quarter. Confluence Wealth Services Inc. now owns 6,140 shares of the company’s stock valued at $688,000 after acquiring an additional 404 shares during the last quarter.

iShares MSCI EAFE Growth ETF Trading Up 21.3%

BATS:EFG opened at $116.61 on Thursday. iShares MSCI EAFE Growth ETF has a 1 year low of $88.66 and a 1 year high of $113.16. The firm has a 50 day moving average of $112.25 and a 200-day moving average of $108.32. The stock has a market capitalization of $13.71 billion, a P/E ratio of 24.98 and a beta of 0.96.

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.