ETFs

Horst & Graben Wealth Management LLC Sells 8,429 Shares of iShares MSCI EAFE Growth ETF (BATS:EFG)

Published October 23, 2024

On October 22, 2024, it was reported that Horst & Graben Wealth Management LLC has decreased its stake in the iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 4.2% during the third quarter. This change was included in the firm’s most recent 13F filing with the Securities and Exchange Commission. Following the sale of 8,429 shares during this quarter, the firm now holds a total of 193,019 shares of the ETF. The iShares MSCI EAFE Growth ETF constitutes approximately 3.7% of Horst & Graben Wealth Management LLC’s overall portfolio, making it the eighth largest position within their investments. As of the latest reporting period, the holdings in this ETF were valued at $20,779,000.

In addition to the actions taken by Horst & Graben Wealth Management LLC, other institutional investors have also made adjustments to their holdings in the iShares MSCI EAFE Growth ETF. For example, Northwest Investment Counselors LLC established a new position in the ETF in the third quarter, valued at approximately $51,000. Similarly, Marino Stram & Associates LLC acquired a stake in the ETF worth about $207,000. Triad Wealth Partners LLC saw a substantial increase in its position, growing by 15,270.6% during the same period. After acquiring an additional 30,083 shares, Triad Wealth Partners LLC now owns a total of 30,280 shares valued at $3,260,000. Koss Olinger Consulting LLC also raised its stake in the ETF by 0.6%, ending the quarter with 108,836 shares worth about $11,716,000. Lastly, Midwest Heritage Bank FSB increased its holdings by 3.9% to own 6,510 shares, with a total value of $701,000.

Current Trading Activity of iShares MSCI EAFE Growth ETF

As of Tuesday, the iShares MSCI EAFE Growth ETF (BATS:EFG) was trading at $103.93, reflecting a decrease of 1.1%. The ETF has a market capitalization of $12.22 billion, a price-to-earnings (P/E) ratio of 24.36, and a beta of 0.97. Its 50-day moving average stands at $105.33, while the 200-day moving average is at $103.32. Over the past year, the ETF has recorded a low of $67.58 and a high of $85.81.

About iShares MSCI EAFE Growth ETF

The iShares MSCI EAFE Growth ETF, formerly known as the iShares MSCI EAFE Growth Index Fund, is an exchange-traded fund (ETF) designed to provide investment returns that are closely aligned with the price and yield performance of the MSCI EAFE Growth Index. This index represents a subset of the MSCI EAFE Index, including securities from various regions such as Europe, Australasia (including Australia and Asia), and the Far East.

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Horst, Wealth, ETF