Waller Financial Planning Group Inc. Has $6.94 Million Holdings in iShares MSCI EAFE Growth ETF (EFG)

Waller Financial Planning Group Inc. raised its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 10.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 87,516 shares of the company’s stock after acquiring an additional 8,376 shares during the quarter. iShares MSCI EAFE Growth ETF accounts for about 4.0% of Waller Financial Planning Group Inc.’s portfolio, making the stock its 8th biggest holding. Waller Financial Planning Group Inc.’s holdings in iShares MSCI EAFE Growth ETF were worth $6,935,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of EFG. FMR LLC lifted its stake in iShares MSCI EAFE Growth ETF by 33.2% during the fourth quarter. FMR LLC now owns 5,267,797 shares of the company’s stock valued at $363,847,000 after buying an additional 1,312,326 shares in the last quarter. Bank of America Corp DE lifted its stake in iShares MSCI EAFE Growth ETF by 72.7% during the fourth quarter. Bank of America Corp DE now owns 3,882,133 shares of the company’s stock valued at $268,138,000 after buying an additional 1,633,971 shares in the last quarter. PNC Financial Services Group Inc. lifted its stake in iShares MSCI EAFE Growth ETF by 17.1% during the fourth quarter. PNC Financial Services Group Inc. now owns 2,058,810 shares of the company’s stock valued at $142,202,000 after buying an additional 301,133 shares in the last quarter. Raymond James & Associates lifted its stake in iShares MSCI EAFE Growth ETF by 45.8% during the fourth quarter. Raymond James & Associates now owns 1,311,639 shares of the company’s stock valued at $90,595,000 after buying an additional 411,952 shares in the last quarter. Finally, Bank of Montreal Can lifted its stake in iShares MSCI EAFE Growth ETF by 5.0% during the fourth quarter. Bank of Montreal Can now owns 928,814 shares of the company’s stock valued at $64,153,000 after buying an additional 44,042 shares in the last quarter.

EFG stock traded up $0.04 during mid-day trading on Thursday, reaching $79.32. 2,791 shares of the stock traded hands. iShares MSCI EAFE Growth ETF has a 52-week low of $67.58 and a 52-week high of $85.81.

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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.

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Institutional Ownership by Quarter for iShares MSCI EAFE Growth ETF (BATS:EFG)

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