Sovereign Financial Group Inc. Has $1.79 Million Position in iShares MSCI EAFE Growth ETF (BATS:EFG)

Sovereign Financial Group Inc. lifted its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 8.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,442 shares of the company’s stock after buying an additional 1,464 shares during the period. Sovereign Financial Group Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $1,786,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Davis Capital Management acquired a new position in iShares MSCI EAFE Growth ETF in the 3rd quarter valued at approximately $25,000. Evermay Wealth Management LLC increased its stake in shares of iShares MSCI EAFE Growth ETF by 833.3% in the third quarter. Evermay Wealth Management LLC now owns 252 shares of the company’s stock worth $27,000 after acquiring an additional 225 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. increased its stake in shares of iShares MSCI EAFE Growth ETF by 176.2% in the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 279 shares of the company’s stock worth $30,000 after acquiring an additional 178 shares during the last quarter. Viewpoint Capital Management LLC purchased a new stake in shares of iShares MSCI EAFE Growth ETF during the third quarter worth $30,000. Finally, Atmos Advisory LLC acquired a new stake in iShares MSCI EAFE Growth ETF during the fourth quarter valued at $30,000.

iShares MSCI EAFE Growth ETF Price Performance

Shares of EFG stock opened at $96.10 on Wednesday. The firm has a market cap of $11.30 billion, a P/E ratio of 24.36 and a beta of 0.97. iShares MSCI EAFE Growth ETF has a fifty-two week low of $67.58 and a fifty-two week high of $85.81. The stock’s 50-day moving average is $99.45 and its two-hundred day moving average is $102.32.

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.