Octavia Wealth Advisors LLC Purchases 18,559 Shares of iShares MSCI EAFE Growth ETF $EFG

Octavia Wealth Advisors LLC increased its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 6.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 325,165 shares of the company’s stock after acquiring an additional 18,559 shares during the period. iShares MSCI EAFE Growth ETF comprises 3.5% of Octavia Wealth Advisors LLC’s holdings, making the stock its 7th largest holding. Octavia Wealth Advisors LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $37,043,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Optima Capital LLC acquired a new stake in iShares MSCI EAFE Growth ETF in the fourth quarter valued at approximately $94,000. Assetmark Inc. boosted its position in iShares MSCI EAFE Growth ETF by 4.7% in the fourth quarter. Assetmark Inc. now owns 16,452 shares of the company’s stock valued at $1,874,000 after buying an additional 742 shares in the last quarter. Norris Perne & French LLP MI boosted its position in iShares MSCI EAFE Growth ETF by 4.3% in the fourth quarter. Norris Perne & French LLP MI now owns 51,513 shares of the company’s stock valued at $5,868,000 after buying an additional 2,145 shares in the last quarter. Watershed Private Wealth LLC boosted its position in iShares MSCI EAFE Growth ETF by 4.4% in the fourth quarter. Watershed Private Wealth LLC now owns 23,092 shares of the company’s stock valued at $2,631,000 after buying an additional 974 shares in the last quarter. Finally, Valley National Advisers Inc. boosted its position in iShares MSCI EAFE Growth ETF by 15.9% in the fourth quarter. Valley National Advisers Inc. now owns 13,175 shares of the company’s stock valued at $1,500,000 after buying an additional 1,805 shares in the last quarter.

iShares MSCI EAFE Growth ETF Price Performance

Shares of iShares MSCI EAFE Growth ETF stock opened at $119.34 on Tuesday. iShares MSCI EAFE Growth ETF has a fifty-two week low of $97.61 and a fifty-two week high of $123.63. The firm has a market capitalization of $14.03 billion, a P/E ratio of 24.98 and a beta of 0.96. The company’s 50 day moving average price is $116.78 and its two-hundred day moving average price is $116.02.

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