BlackDiamond Wealth Management LLC Has $2.78 Million Stock Holdings in iShares MSCI EAFE Growth ETF (BATS:EFG)

BlackDiamond Wealth Management LLC lifted its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 0.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 28,679 shares of the company’s stock after buying an additional 230 shares during the period. iShares MSCI EAFE Growth ETF comprises approximately 1.6% of BlackDiamond Wealth Management LLC’s portfolio, making the stock its 19th biggest position. BlackDiamond Wealth Management LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $2,777,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the company. Envestnet Portfolio Solutions Inc. boosted its position in iShares MSCI EAFE Growth ETF by 20.1% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 4,234,850 shares of the company’s stock valued at $410,061,000 after purchasing an additional 709,383 shares during the last quarter. Park Avenue Securities LLC raised its holdings in iShares MSCI EAFE Growth ETF by 22.4% during the fourth quarter. Park Avenue Securities LLC now owns 2,926,949 shares of the company’s stock valued at $283,416,000 after buying an additional 536,191 shares in the last quarter. Janney Montgomery Scott LLC lifted its position in shares of iShares MSCI EAFE Growth ETF by 18.7% in the fourth quarter. Janney Montgomery Scott LLC now owns 1,651,191 shares of the company’s stock worth $159,885,000 after buying an additional 260,304 shares during the last quarter. US Bancorp DE lifted its position in shares of iShares MSCI EAFE Growth ETF by 0.5% in the fourth quarter. US Bancorp DE now owns 1,641,559 shares of the company’s stock worth $158,961,000 after buying an additional 8,767 shares during the last quarter. Finally, Facet Wealth Inc. lifted its position in shares of iShares MSCI EAFE Growth ETF by 10.3% in the fourth quarter. Facet Wealth Inc. now owns 1,495,780 shares of the company’s stock worth $151,822,000 after buying an additional 139,653 shares during the last quarter.

iShares MSCI EAFE Growth ETF Price Performance

Shares of BATS:EFG opened at $104.86 on Tuesday. iShares MSCI EAFE Growth ETF has a fifty-two week low of $94.82 and a fifty-two week high of $108.91. The business has a 50-day moving average of $101.99 and a two-hundred day moving average of $102.17. The stock has a market capitalization of $16.36 billion, a P/E ratio of 27.20 and a beta of 0.93.

iShares MSCI EAFE Growth ETF 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.