Wealthquest Corp Has $8.27 Million Holdings in iShares MSCI EAFE Growth ETF $EFG

Wealthquest Corp lifted its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 12.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 72,595 shares of the company’s stock after purchasing an additional 7,765 shares during the period. iShares MSCI EAFE Growth ETF accounts for about 0.6% of Wealthquest Corp’s investment portfolio, making the stock its 20th biggest holding. Wealthquest Corp’s holdings in iShares MSCI EAFE Growth ETF were worth $8,270,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Cannon Financial Strategists Inc. lifted its position in iShares MSCI EAFE Growth ETF by 0.5% during the 4th quarter. Cannon Financial Strategists Inc. now owns 19,114 shares of the company’s stock worth $2,177,000 after acquiring an additional 86 shares during the last quarter. Disciplined Investments LLC lifted its position in iShares MSCI EAFE Growth ETF by 0.3% during the 4th quarter. Disciplined Investments LLC now owns 27,928 shares of the company’s stock worth $3,182,000 after acquiring an additional 87 shares during the last quarter. Koshinski Asset Management Inc. lifted its position in iShares MSCI EAFE Growth ETF by 1.9% during the 3rd quarter. Koshinski Asset Management Inc. now owns 4,639 shares of the company’s stock worth $528,000 after acquiring an additional 88 shares during the last quarter. Pineridge Advisors LLC lifted its position in iShares MSCI EAFE Growth ETF by 6.2% during the 3rd quarter. Pineridge Advisors LLC now owns 1,543 shares of the company’s stock worth $176,000 after acquiring an additional 90 shares during the last quarter. Finally, Wealthcare Advisory Partners LLC lifted its position in iShares MSCI EAFE Growth ETF by 1.8% during the 4th quarter. Wealthcare Advisory Partners LLC now owns 5,523 shares of the company’s stock worth $629,000 after acquiring an additional 97 shares during the last quarter.

iShares MSCI EAFE Growth ETF Price Performance

iShares MSCI EAFE Growth ETF stock opened at $121.48 on Monday. The firm has a market cap of $14.29 billion, a price-to-earnings ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a fifty-two week low of $106.33 and a fifty-two week high of $123.63. The firm has a fifty day moving average price of $116.80 and a two-hundred day moving average price of $116.85.

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.