Waller Financial Planning Group Inc. Has $27.37 Million Holdings in iShares MSCI EAFE Growth ETF $EFG

Waller Financial Planning Group Inc. grew its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 2.0% during the second quarter, Holdings Channel reports. The firm owned 219,957 shares of the company’s stock after purchasing an additional 4,285 shares during the period. iShares MSCI EAFE Growth ETF accounts for about 5.6% of Waller Financial Planning Group Inc.’s portfolio, making the stock its 7th largest position. Waller Financial Planning Group Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $27,367,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Pacific Excel Wealth Advisors Inc. bought a new stake in shares of iShares MSCI EAFE Growth ETF during the 2nd quarter worth about $223,000. Collective Family Office LLC raised its stake in shares of iShares MSCI EAFE Growth ETF by 4.5% in the 2nd quarter. Collective Family Office LLC now owns 8,049 shares of the company’s stock valued at $1,001,000 after acquiring an additional 349 shares in the last quarter. Redwood Investment Management LLC raised its stake in shares of iShares MSCI EAFE Growth ETF by 5.2% in the 1st quarter. Redwood Investment Management LLC now owns 3,533 shares of the company’s stock valued at $393,000 after acquiring an additional 174 shares in the last quarter. Western Wealth Management LLC lifted its holdings in iShares MSCI EAFE Growth ETF by 147.3% in the 1st quarter. Western Wealth Management LLC now owns 8,669 shares of the company’s stock worth $965,000 after purchasing an additional 5,164 shares during the last quarter. Finally, FAS Wealth Partners Inc. lifted its holdings in iShares MSCI EAFE Growth ETF by 1.4% in the 1st quarter. FAS Wealth Partners Inc. now owns 464,189 shares of the company’s stock worth $51,697,000 after purchasing an additional 6,603 shares during the last quarter.

iShares MSCI EAFE Growth ETF Stock Up 2.1%

Shares of iShares MSCI EAFE Growth ETF stock opened at $124.61 on Wednesday. The stock has a market capitalization of $14.65 billion, a P/E ratio of 24.98 and a beta of 0.96. The stock has a 50 day moving average price of $122.20 and a two-hundred day moving average price of $119.63. iShares MSCI EAFE Growth ETF has a 12-month low of $107.17 and a 12-month 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.