Belpointe Asset Management LLC Has $9 Million Stake in iShares MSCI EAFE Growth ETF $EFG

Belpointe Asset Management LLC raised its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 5.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 78,975 shares of the company’s stock after acquiring an additional 4,209 shares during the period. Belpointe Asset Management LLC owned about 0.07% of iShares MSCI EAFE Growth ETF worth $8,997,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in EFG. Brighton Jones LLC boosted its position in shares of iShares MSCI EAFE Growth ETF by 2.4% during the fourth quarter. Brighton Jones LLC now owns 53,985 shares of the company’s stock worth $5,227,000 after buying an additional 1,266 shares during the period. Revolve Wealth Partners LLC raised its position in iShares MSCI EAFE Growth ETF by 12.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 50,417 shares of the company’s stock valued at $4,882,000 after buying an additional 5,478 shares during the last quarter. AQR Capital Management LLC lifted its stake in iShares MSCI EAFE Growth ETF by 65.5% in the 1st quarter. AQR Capital Management LLC now owns 20,687 shares of the company’s stock valued at $2,069,000 after acquiring an additional 8,188 shares in the last quarter. Goldman Sachs Group Inc. lifted its stake in iShares MSCI EAFE Growth ETF by 34.2% in the 1st quarter. Goldman Sachs Group Inc. now owns 455,259 shares of the company’s stock valued at $45,526,000 after acquiring an additional 115,944 shares in the last quarter. Finally, First Trust Advisors LP bought a new stake in iShares MSCI EAFE Growth ETF in the 2nd quarter valued at approximately $270,000.

iShares MSCI EAFE Growth ETF Stock Performance

BATS EFG opened at $122.36 on Monday. The stock has a market capitalization of $14.39 billion, a price-to-earnings ratio of 24.98 and a beta of 0.96. The stock’s 50 day moving average price is $117.01 and its two-hundred day moving average price is $116.22. iShares MSCI EAFE Growth ETF has a 52 week low of $97.85 and a 52 week high of $123.63.

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