Cyndeo Wealth Partners LLC Trims Stock Position in iShares MSCI EAFE Growth ETF $EFG

Cyndeo Wealth Partners LLC lessened its stake in iShares MSCI EAFE Growth ETF (BATS:EFG) by 82.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,725 shares of the company’s stock after selling 12,909 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $310,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the stock. Flow Traders U.S. LLC acquired a new stake in iShares MSCI EAFE Growth ETF during the third quarter worth about $83,908,000. Charles Schwab Investment Management Inc. lifted its holdings in iShares MSCI EAFE Growth ETF by 94.0% in the second quarter. Charles Schwab Investment Management Inc. now owns 870,647 shares of the company’s stock valued at $97,512,000 after acquiring an additional 421,923 shares during the period. Laurel Wealth Advisors LLC boosted its position in iShares MSCI EAFE Growth ETF by 11,098.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 359,234 shares of the company’s stock worth $40,234,000 after purchasing an additional 356,026 shares in the last quarter. Citadel Advisors LLC boosted its position in iShares MSCI EAFE Growth ETF by 6,066.7% in the 3rd quarter. Citadel Advisors LLC now owns 291,314 shares of the company’s stock worth $33,175,000 after purchasing an additional 286,590 shares in the last quarter. Finally, Sagespring Wealth Partners LLC boosted its position in iShares MSCI EAFE Growth ETF by 50.7% in the 3rd quarter. Sagespring Wealth Partners LLC now owns 670,773 shares of the company’s stock worth $76,388,000 after purchasing an additional 225,601 shares in the last quarter.

iShares MSCI EAFE Growth ETF Price Performance

Shares of BATS EFG opened at $111.35 on Tuesday. The stock has a market capitalization of $13.09 billion, a price-to-earnings ratio of 24.98 and a beta of 0.96. The firm’s 50 day simple moving average is $118.63 and its 200-day simple moving average is $116.02. iShares MSCI EAFE Growth ETF has a 12 month low of $88.66 and a 12 month high of $123.63.

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.