Sugarloaf Wealth Management LLC Raises Position in iShares MSCI EAFE Growth ETF (BATS:EFG)

Sugarloaf Wealth Management LLC increased its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 18.0% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 670 shares of the company’s stock after purchasing an additional 102 shares during the period. Sugarloaf Wealth Management LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $72,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in EFG. Visionary Wealth Advisors grew its stake in iShares MSCI EAFE Growth ETF by 83.7% in the 4th quarter. Visionary Wealth Advisors now owns 19,675 shares of the company’s stock valued at $1,905,000 after acquiring an additional 8,966 shares during the last quarter. BOKF NA increased its stake in shares of iShares MSCI EAFE Growth ETF by 4.4% during the 4th quarter. BOKF NA now owns 295,278 shares of the company’s stock worth $28,598,000 after purchasing an additional 12,519 shares in the last quarter. Redwood Investment Management LLC raised its position in shares of iShares MSCI EAFE Growth ETF by 18.6% during the 4th quarter. Redwood Investment Management LLC now owns 16,383 shares of the company’s stock worth $1,587,000 after purchasing an additional 2,575 shares during the last quarter. Harding Loevner LP lifted its stake in iShares MSCI EAFE Growth ETF by 476.3% in the 4th quarter. Harding Loevner LP now owns 50,855 shares of the company’s stock valued at $4,925,000 after buying an additional 42,031 shares in the last quarter. Finally, Wealthquest Corp grew its holdings in iShares MSCI EAFE Growth ETF by 3.4% during the 4th quarter. Wealthquest Corp now owns 47,932 shares of the company’s stock valued at $4,642,000 after buying an additional 1,572 shares during the last quarter.

iShares MSCI EAFE Growth ETF Stock Up 0.1 %

Shares of BATS:EFG opened at $105.56 on Wednesday. The company has a market capitalization of $12.41 billion, a P/E ratio of 24.36 and a beta of 0.97. iShares MSCI EAFE Growth ETF has a 52-week low of $67.58 and a 52-week high of $85.81. The stock’s fifty day simple moving average is $104.30 and its 200-day simple moving average is $103.20.

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.