Simplicity Wealth LLC Has $5.53 Million Position in iShares MSCI EAFE Growth ETF $EFG

Simplicity Wealth LLC decreased its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 61.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 48,548 shares of the company’s stock after selling 77,316 shares during the period. Simplicity Wealth LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $5,529,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Stock Yards Bank & Trust Co. increased its position in shares of iShares MSCI EAFE Growth ETF by 11.8% during the third quarter. Stock Yards Bank & Trust Co. now owns 18,746 shares of the company’s stock worth $2,135,000 after acquiring an additional 1,976 shares in the last quarter. BankPlus Wealth Management LLC boosted its stake in iShares MSCI EAFE Growth ETF by 4.9% during the 3rd quarter. BankPlus Wealth Management LLC now owns 30,950 shares of the company’s stock valued at $3,524,000 after purchasing an additional 1,433 shares during the last quarter. Dynasty Wealth Management LLC increased its holdings in iShares MSCI EAFE Growth ETF by 24.6% during the 3rd quarter. Dynasty Wealth Management LLC now owns 570,629 shares of the company’s stock worth $64,983,000 after purchasing an additional 112,519 shares in the last quarter. Global View Capital Management LLC purchased a new stake in shares of iShares MSCI EAFE Growth ETF in the third quarter worth approximately $239,000. Finally, Americana Partners LLC lifted its holdings in shares of iShares MSCI EAFE Growth ETF by 2.1% in the third quarter. Americana Partners LLC now owns 6,758 shares of the company’s stock valued at $770,000 after purchasing an additional 136 shares in the last quarter.

iShares MSCI EAFE Growth ETF Stock Up 23.3%

Shares of BATS:EFG opened at $118.53 on Thursday. The business’s 50 day moving average is $114.92 and its 200 day moving average is $113.60. iShares MSCI EAFE Growth ETF has a 12-month low of $88.66 and a 12-month high of $113.16. The stock has a market cap of $13.94 billion, a price-to-earnings ratio of 24.98 and a beta of 0.96.

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.