Strata Wealth Advisors LLC Has $2.11 Million Holdings in iShares MSCI EAFE Growth ETF (BATS:EFG)

Strata Wealth Advisors LLC trimmed its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 10.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,645 shares of the company’s stock after selling 2,404 shares during the period. iShares MSCI EAFE Growth ETF accounts for 0.7% of Strata Wealth Advisors LLC’s holdings, making the stock its 20th largest position. Strata Wealth Advisors LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $2,112,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Envestnet Asset Management Inc. boosted its position in shares of iShares MSCI EAFE Growth ETF by 57.4% during the 2nd quarter. Envestnet Asset Management Inc. now owns 26,597,234 shares of the company’s stock worth $2,720,897,000 after acquiring an additional 9,697,657 shares in the last quarter. SageView Advisory Group LLC boosted its holdings in shares of iShares MSCI EAFE Growth ETF by 56,912.3% in the 1st quarter. SageView Advisory Group LLC now owns 2,788,471 shares of the company’s stock valued at $273,103,000 after purchasing an additional 2,783,580 shares in the last quarter. LPL Financial LLC increased its stake in shares of iShares MSCI EAFE Growth ETF by 49.5% in the 2nd quarter. LPL Financial LLC now owns 6,599,521 shares of the company’s stock valued at $675,131,000 after purchasing an additional 2,184,037 shares during the last quarter. Envestnet Portfolio Solutions Inc. raised its holdings in shares of iShares MSCI EAFE Growth ETF by 60.9% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 3,742,137 shares of the company’s stock worth $382,821,000 after buying an additional 1,416,067 shares in the last quarter. Finally, Jane Street Group LLC lifted its position in shares of iShares MSCI EAFE Growth ETF by 320.9% during the 1st quarter. Jane Street Group LLC now owns 1,638,113 shares of the company’s stock worth $170,020,000 after buying an additional 1,248,909 shares during the last quarter.

iShares MSCI EAFE Growth ETF Stock Up 0.2 %

BATS:EFG opened at $105.43 on Tuesday. iShares MSCI EAFE Growth ETF has a twelve month low of $67.58 and a twelve month high of $85.81. The stock’s 50-day simple moving average is $103.39 and its 200 day simple moving average is $102.98. The firm has a market capitalization of $12.40 billion, a PE ratio of 24.36 and a beta of 0.97.

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.