Theory Financial LLC Grows Stock Holdings in iShares MSCI EAFE Growth ETF (BATS:EFG)

Theory Financial LLC increased its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 24.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 35,458 shares of the company’s stock after buying an additional 7,038 shares during the quarter. iShares MSCI EAFE Growth ETF comprises about 1.4% of Theory Financial LLC’s holdings, making the stock its 22nd largest position. Theory Financial LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $3,433,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Evermay Wealth Management LLC grew its holdings in shares of iShares MSCI EAFE Growth ETF by 833.3% during the third quarter. Evermay Wealth Management LLC now owns 252 shares of the company’s stock worth $27,000 after buying an additional 225 shares during the last quarter. Viewpoint Capital Management LLC purchased a new stake in iShares MSCI EAFE Growth ETF in the 3rd quarter valued at approximately $30,000. Atmos Advisory LLC purchased a new stake in iShares MSCI EAFE Growth ETF in the 4th quarter valued at approximately $30,000. Perkins Coie Trust Co purchased a new stake in iShares MSCI EAFE Growth ETF in the 4th quarter valued at approximately $30,000. Finally, Cedar Mountain Advisors LLC purchased a new stake in iShares MSCI EAFE Growth ETF in the 4th quarter valued at approximately $36,000.

iShares MSCI EAFE Growth ETF Trading Up 8.2 %

Shares of EFG opened at $103.97 on Friday. iShares MSCI EAFE Growth ETF has a twelve month low of $67.58 and a twelve month high of $85.81. The stock’s 50 day moving average is $100.23 and its two-hundred day moving average is $102.21. The firm has a market capitalization of $12.23 billion, a PE ratio of 24.36 and a beta of 0.97.

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.