Sterling Financial Planning Inc. Boosts Holdings in iShares MSCI EAFE Growth ETF (BATS:EFG)

Sterling Financial Planning Inc. grew its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 2.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 42,971 shares of the company’s stock after purchasing an additional 1,220 shares during the period. iShares MSCI EAFE Growth ETF makes up 1.5% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 20th largest holding. Sterling Financial Planning Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $4,161,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of EFG. Jane Street Group LLC lifted its position in iShares MSCI EAFE Growth ETF by 18,989.0% during the third quarter. Jane Street Group LLC now owns 835,333 shares of the company’s stock valued at $89,924,000 after buying an additional 830,957 shares during the period. Park Avenue Securities LLC lifted its position in iShares MSCI EAFE Growth ETF by 22.4% during the 4th quarter. Park Avenue Securities LLC now owns 2,926,949 shares of the company’s stock valued at $283,416,000 after acquiring an additional 536,191 shares during the period. Sanctuary Advisors LLC boosted its stake in iShares MSCI EAFE Growth ETF by 74.2% during the third quarter. Sanctuary Advisors LLC now owns 1,155,317 shares of the company’s stock worth $114,307,000 after acquiring an additional 492,084 shares in the last quarter. Strategic Financial Concepts LLC boosted its stake in iShares MSCI EAFE Growth ETF by 9,370.8% during the fourth quarter. Strategic Financial Concepts LLC now owns 442,379 shares of the company’s stock worth $42,836,000 after acquiring an additional 437,708 shares in the last quarter. Finally, Janney Montgomery Scott LLC grew its holdings in iShares MSCI EAFE Growth ETF by 18.7% in the fourth quarter. Janney Montgomery Scott LLC now owns 1,651,191 shares of the company’s stock worth $159,885,000 after purchasing an additional 260,304 shares during the period.

iShares MSCI EAFE Growth ETF Stock Performance

EFG stock opened at $104.42 on Thursday. The firm has a 50 day moving average price of $100.12 and a 200-day moving average price of $102.11. iShares MSCI EAFE Growth ETF has a 52-week low of $67.58 and a 52-week high of $85.81. The firm has a market capitalization of $12.28 billion, a price-to-earnings ratio of 24.36 and a beta of 0.97.

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.