Regal Investment Advisors LLC Acquires 11,333 Shares of iShares MSCI EAFE Growth ETF (BATS:EFG)

Regal Investment Advisors LLC raised its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 13.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 98,168 shares of the company’s stock after purchasing an additional 11,333 shares during the period. iShares MSCI EAFE Growth ETF makes up about 0.7% of Regal Investment Advisors LLC’s portfolio, making the stock its 28th largest holding. Regal Investment Advisors LLC owned approximately 0.08% of iShares MSCI EAFE Growth ETF worth $9,506,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in EFG. Envestnet Asset Management Inc. raised its stake in iShares MSCI EAFE Growth ETF by 21.3% in the fourth quarter. Envestnet Asset Management Inc. now owns 30,530,915 shares of the company’s stock valued at $2,956,309,000 after purchasing an additional 5,366,297 shares in the last quarter. LPL Financial LLC increased its holdings in iShares MSCI EAFE Growth ETF by 45.7% in the 4th quarter. LPL Financial LLC now owns 9,151,951 shares of the company’s stock valued at $886,183,000 after buying an additional 2,871,169 shares during the period. JPMorgan Chase & Co. raised its position in shares of iShares MSCI EAFE Growth ETF by 22.7% in the 4th quarter. JPMorgan Chase & Co. now owns 7,275,923 shares of the company’s stock valued at $704,528,000 after buying an additional 1,345,376 shares in the last quarter. Dynasty Wealth Management LLC bought a new stake in shares of iShares MSCI EAFE Growth ETF during the 4th quarter worth approximately $77,983,000. Finally, Sagespring Wealth Partners LLC bought a new position in iShares MSCI EAFE Growth ETF in the fourth quarter valued at approximately $68,891,000.

iShares MSCI EAFE Growth ETF Price Performance

Shares of EFG opened at $98.38 on Tuesday. The firm has a 50 day simple moving average of $101.53 and a two-hundred day simple moving average of $101.32. iShares MSCI EAFE Growth ETF has a one year low of $88.66 and a one year high of $108.91. The company has a market cap of $12.16 billion, a P/E ratio of 23.55 and a beta of 0.93.

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.