Keebeck Wealth Management Grows Stake in iShares MSCI EAFE Growth ETF $EFG

Keebeck Wealth Management lifted its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 50.2% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 91,069 shares of the company’s stock after acquiring an additional 30,450 shares during the period. iShares MSCI EAFE Growth ETF accounts for approximately 1.1% of Keebeck Wealth Management’s investment portfolio, making the stock its 19th biggest holding. Keebeck Wealth Management owned approximately 0.08% of iShares MSCI EAFE Growth ETF worth $10,142,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Basepoint Wealth LLC acquired a new position in shares of iShares MSCI EAFE Growth ETF in the 4th quarter valued at $25,000. Signature Equity Partners LLC boosted its stake in shares of iShares MSCI EAFE Growth ETF by 1,147.4% during the first quarter. Signature Equity Partners LLC now owns 237 shares of the company’s stock worth $26,000 after buying an additional 218 shares during the period. Evermay Wealth Management LLC lifted its position in iShares MSCI EAFE Growth ETF by 87.0% during the 4th quarter. Evermay Wealth Management LLC now owns 245 shares of the company’s stock worth $28,000 after acquiring an additional 114 shares during the period. Barnes Dennig Private Wealth Management LLC lifted its position in iShares MSCI EAFE Growth ETF by 327.7% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 278 shares of the company’s stock worth $32,000 after acquiring an additional 213 shares during the period. Finally, Hamilton Point Investment Advisors LLC acquired a new stake in iShares MSCI EAFE Growth ETF during the 4th quarter worth approximately $37,000.

iShares MSCI EAFE Growth ETF Trading Down 1.4%

BATS:EFG opened at $119.11 on Friday. The firm has a market cap of $14.01 billion, a P/E ratio of 24.98 and a beta of 0.96. The stock’s 50 day simple moving average is $122.12 and its 200-day simple moving average is $119.50. iShares MSCI EAFE Growth ETF has a 12-month low of $106.33 and a 12-month high of $125.71.

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