Sax Wealth Advisors LLC Increases Stake in iShares MSCI EAFE Growth ETF (BATS:EFG)

Sax Wealth Advisors LLC lifted its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 26.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,486 shares of the company’s stock after acquiring an additional 1,547 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $806,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. Envestnet Asset Management Inc. lifted its holdings 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 during the period. LPL Financial LLC lifted its holdings in shares of iShares MSCI EAFE Growth ETF by 49.5% during the 2nd quarter. LPL Financial LLC now owns 6,599,521 shares of the company’s stock worth $675,131,000 after acquiring an additional 2,184,037 shares during the period. Axiom Advisory LLC lifted its holdings in shares of iShares MSCI EAFE Growth ETF by 9.2% during the 3rd quarter. Axiom Advisory LLC now owns 5,422,968 shares of the company’s stock worth $562,613,000 after acquiring an additional 455,586 shares during the period. Envestnet Portfolio Solutions Inc. raised its holdings in iShares MSCI EAFE Growth ETF by 60.9% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 3,742,137 shares of the company’s stock valued at $382,821,000 after buying an additional 1,416,067 shares during the period. Finally, SageView Advisory Group LLC raised its holdings in iShares MSCI EAFE Growth ETF by 56,912.3% in the first quarter. SageView Advisory Group LLC now owns 2,788,471 shares of the company’s stock valued at $273,103,000 after buying an additional 2,783,580 shares during the period.

iShares MSCI EAFE Growth ETF Stock Performance

BATS EFG opened at $104.33 on Friday. iShares MSCI EAFE Growth ETF has a one year low of $67.58 and a one year high of $85.81. The firm has a market capitalization of $12.27 billion, a price-to-earnings ratio of 24.36 and a beta of 0.97. The company’s 50 day moving average price is $105.15 and its 200 day moving average price is $103.28.

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.