Targeted Financial Services LLC Makes New $861,000 Investment in iShares MSCI EAFE Growth ETF $EFG

Targeted Financial Services LLC purchased a new position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 7,554 shares of the company’s stock, valued at approximately $861,000. iShares MSCI EAFE Growth ETF makes up approximately 0.7% of Targeted Financial Services LLC’s investment portfolio, making the stock its 19th largest position.

Other large investors have also recently bought and sold shares of the company. Basepoint Wealth LLC purchased a new position in shares of iShares MSCI EAFE Growth ETF in the 4th quarter valued at about $25,000. Evermay Wealth Management LLC raised its holdings in shares of iShares MSCI EAFE Growth ETF by 87.0% in the fourth 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 last quarter. Barnes Dennig Private Wealth Management LLC increased 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 purchasing an additional 213 shares in the last quarter. Hamilton Point Investment Advisors LLC purchased a new stake in iShares MSCI EAFE Growth ETF during the 4th quarter worth about $37,000. Finally, Dunhill Financial LLC raised its stake in iShares MSCI EAFE Growth ETF by 133.8% in the 4th quarter. Dunhill Financial LLC now owns 332 shares of the company’s stock valued at $38,000 after purchasing an additional 190 shares during the last quarter.

iShares MSCI EAFE Growth ETF Stock Performance

BATS:EFG opened at $125.10 on Friday. The firm has a market cap of $14.71 billion, a price-to-earnings ratio of 24.98 and a beta of 0.96. The company’s 50-day moving average is $121.08 and its two-hundred day moving average is $118.13. 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 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.