Shared Vision Wealth Group LLC Lowers Stock Position in iShares MSCI EAFE Growth ETF $EFG

Shared Vision Wealth Group LLC trimmed its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 60.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 12,859 shares of the company’s stock after selling 19,507 shares during the period. iShares MSCI EAFE Growth ETF makes up about 0.6% of Shared Vision Wealth Group LLC’s holdings, making the stock its 28th biggest holding. Shared Vision Wealth Group LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $1,492,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Bangor Savings Bank purchased a new stake in iShares MSCI EAFE Growth ETF during the third quarter valued at about $26,000. Rice Partnership LLC purchased a new position in shares of iShares MSCI EAFE Growth ETF in the 2nd quarter worth about $28,000. Pandora Wealth Inc. acquired a new position in shares of iShares MSCI EAFE Growth ETF in the 2nd quarter valued at about $28,000. Harbor Asset Planning Inc. purchased a new stake in shares of iShares MSCI EAFE Growth ETF during the 2nd quarter worth about $35,000. Finally, Cedar Mountain Advisors LLC raised its holdings in iShares MSCI EAFE Growth ETF by 50.2% in the third quarter. Cedar Mountain Advisors LLC now owns 317 shares of the company’s stock valued at $36,000 after buying an additional 106 shares during the period.

iShares MSCI EAFE Growth ETF Stock Up 21.9%

Shares of EFG stock opened at $117.14 on Wednesday. iShares MSCI EAFE Growth ETF has a fifty-two week low of $88.66 and a fifty-two week high of $113.16. The firm’s 50 day moving average price is $114.88 and its two-hundred day moving average price is $113.56. The stock has a market cap of $13.78 billion, a price-to-earnings ratio of 24.98 and a beta of 0.96.

About iShares MSCI EAFE Growth ETF

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. The Fund invests in sectors, such as consumer staples, industrials, consumer discretionary, materials, healthcare, financials, information technology, energy, telecommunication services and utilities.