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

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) by 4.2% during the third quarter of the year. This reduction was revealed in the firm's latest 13F filing with the Securities and Exchange Commission. Following the sale of 8,429 shares during this period, the company now holds 193,019 shares of the ETF. As of the latest reporting, the value of Horst & Graben's holdings in the iShares MSCI EAFE Growth ETF was approximately $20,779,000, making it the firm's eighth largest investment, accounting for about 3.7% of their overall portfolio.

Other institutional investors have also recently adjusted their positions related to the iShares MSCI EAFE Growth ETF. For example, Northwest Investment Counselors LLC established a new position in the ETF during the third quarter, valued at $51,000. Meanwhile, Marino Stram & Associates LLC acquired a new stake valued at roughly $207,000. Triad Wealth Partners LLC significantly increased their holdings in the ETF by more than 15,270%, bringing their total shares to 30,280, worth about $3,260,000 after acquiring an additional 30,083 shares last quarter. Additionally, Koss Olinger Consulting LLC raised its position by 0.6% to now own 108,836 shares, valued at $11,716,000, following a purchase of 670 extra shares. Similarly, Midwest Heritage Bank FSB also increased its stake by 3.9%, now holding 6,510 shares worth $701,000 after acquiring 244 additional shares last quarter.

Recent Performance of iShares MSCI EAFE Growth ETF

The iShares MSCI EAFE Growth ETF has recently experienced a slight decline, trading down by 1.1% with the latest price noted at $103.93. This ETF has a total market capitalization of $12.22 billion, a price-to-earnings (P/E) ratio of 24.36, and a beta of 0.97. The ETF's 50-day moving average stands at $105.33, while its 200-day moving average is $103.32. Over the past year, it has seen 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) that aims to deliver investment results that closely correspond to the price and yield performance of the MSCI EAFE Growth Index. This index encompasses a variety of securities from Europe, Australasia (including Australia and parts of Asia), and the Far East. Investors may find interest in this ETF as part of their international growth strategy.

Horst, Graben, ETF