Sherman Wealth Management LLC Invests $1.03 Million in iShares MSCI EAFE Growth ETF $EFG

Sherman Wealth Management LLC purchased a new position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 9,038 shares of the company’s stock, valued at approximately $1,029,000. iShares MSCI EAFE Growth ETF comprises about 1.0% of Sherman Wealth Management LLC’s holdings, making the stock its 26th largest holding.

Several other large investors have also bought and sold shares of EFG. MML Investors Services LLC boosted its stake in iShares MSCI EAFE Growth ETF by 8.0% in the second quarter. MML Investors Services LLC now owns 1,333,981 shares of the company’s stock valued at $149,406,000 after acquiring an additional 99,158 shares during the last quarter. Ameriprise Financial Inc. raised its position in shares of iShares MSCI EAFE Growth ETF by 1.1% during the 2nd quarter. Ameriprise Financial Inc. now owns 1,242,079 shares of the company’s stock valued at $138,664,000 after acquiring an additional 13,888 shares during the last quarter. PNC Financial Services Group Inc. lifted its stake in shares of iShares MSCI EAFE Growth ETF by 1.6% in the 3rd quarter. PNC Financial Services Group Inc. now owns 1,186,225 shares of the company’s stock valued at $135,087,000 after purchasing an additional 18,360 shares during the period. UBS Group AG lifted its stake in shares of iShares MSCI EAFE Growth ETF by 0.9% in the 3rd quarter. UBS Group AG now owns 1,003,918 shares of the company’s stock valued at $114,326,000 after purchasing an additional 9,384 shares during the period. Finally, Charles Schwab Investment Management Inc. boosted its position in shares of iShares MSCI EAFE Growth ETF by 94.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 870,647 shares of the company’s stock worth $97,512,000 after purchasing an additional 421,923 shares during the last quarter.

iShares MSCI EAFE Growth ETF Stock Down 1.5%

Shares of iShares MSCI EAFE Growth ETF stock opened at $107.61 on Friday. The business has a fifty day simple moving average of $117.90 and a 200 day simple moving average of $115.90. The stock has a market cap of $12.65 billion, a PE ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a 12 month low of $88.66 and a 12 month high of $123.63.

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.