Sound Income Strategies LLC Has $873,000 Stock Holdings in iShares MSCI EAFE Growth ETF (BATS:EFG)

Sound Income Strategies LLC increased its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 47.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 9,018 shares of the company’s stock after buying an additional 2,895 shares during the quarter. Sound Income Strategies LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $873,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of EFG. Davis Capital Management bought a new stake in shares of iShares MSCI EAFE Growth ETF during the third quarter worth $25,000. Evermay Wealth Management LLC boosted its holdings in shares of iShares MSCI EAFE Growth ETF by 833.3% during the 3rd quarter. Evermay Wealth Management LLC now owns 252 shares of the company’s stock valued at $27,000 after acquiring an additional 225 shares in the last quarter. Viewpoint Capital Management LLC bought a new stake in iShares MSCI EAFE Growth ETF during the 3rd quarter worth $30,000. Thurston Springer Miller Herd & Titak Inc. increased its holdings in iShares MSCI EAFE Growth ETF by 176.2% in the 3rd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 279 shares of the company’s stock worth $30,000 after purchasing an additional 178 shares in the last quarter. Finally, Atmos Advisory LLC bought a new position in iShares MSCI EAFE Growth ETF in the fourth quarter valued at about $30,000.

iShares MSCI EAFE Growth ETF Trading Up 6.6 %

BATS:EFG opened at $102.43 on Friday. The stock’s 50-day moving average is $99.36 and its 200-day moving average is $102.14. iShares MSCI EAFE Growth ETF has a 1-year low of $67.58 and a 1-year high of $85.81. The stock has a market cap of $12.05 billion, a P/E 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.