ETFs

Fisher Asset Management Reduces Stake in iShares MSCI EAFE Growth ETF

Published December 1, 2024

Fisher Asset Management LLC has recently reduced its stake in the iShares MSCI EAFE Growth ETF (BATS:EFG) by 36.4% during the third quarter of the year. After selling 2,191 shares, the institutional investor now holds a total of 3,822 shares. According to its latest SEC filing, the value of Fisher Asset Management's holdings in the iShares MSCI EAFE Growth ETF is approximately $412,000.

Additionally, several other large investors have also made changes to their positions in the iShares MSCI EAFE Growth ETF recently. For instance, Davis Capital Management entered the market by purchasing a new position valued at around $25,000 during the same quarter. Evermay Wealth Management LLC notably increased its position by an impressive 833.3%, acquiring 252 shares worth about $27,000 following an additional purchase of 225 shares. Viewpoint Capital Management LLC has also invested, buying a new stake valued at approximately $30,000 at the same time.

Thurston Springer Miller Herd & Titak Inc. raised its holdings in the ETF by 176.2%, ending the quarter with 279 shares valued at $30,000 after acquiring an additional 178 shares. Lastly, Northwest Investment Counselors LLC also made a new investment in the ETF, purchasing a stake worth about $51,000.

Performance Overview of iShares MSCI EAFE Growth ETF

As of the latest market data, shares of BATS EFG opened at $101.11. The fund has a market cap of $11.89 billion, a price-to-earnings (P/E) ratio of 24.36, and a beta of 0.97. Over the past year, the iShares MSCI EAFE Growth ETF reached a low of $67.58 and a high of $85.81. At present, the fund's 50-day moving average stands at $102.83, while the 200-day moving average is $103.33.

About iShares MSCI EAFE Growth ETF

The iShares MSCI EAFE Growth ETF, previously known as the iShares MSCI EAFE Growth Index Fund, is an exchange-traded fund (ETF) that aims to replicate the performance of the MSCI EAFE Growth Index, which focuses on growth stocks from developed markets outside of North America. The index includes securities from regions such as Europe, Australasia (including Australia and Asia), and the Far East.

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For insightful details about holdings in the iShares MSCI EAFE Growth ETF, including the latest 13F filings and insider trades, it is advisable to check various financial data sources.

Fisher, Investment, ETF