I looked through /Library/Receipts/InstallHistory.plist for installation dates and found out that my iTunes was updated by Software Update to 11.4 (18) on 2014-09-16. Thus the build numbers are the same for the original and for the later iTunes 11.4 versions, the one Greg calls "iTunes11.4++". There was no error message regarding AppleUSBEthernetHost.kext at that time.
Two weeks later I installed the HP Printer Software Update version 3.0 on 2014-10-02 and immediately received the kext error. The HP update caused a rescan of the extensions and that's when the system recognized that the AppleUSBEthernetHost.kext, apparently introduced by iTunes 11.4, was faulty. Looking through previous system logs I find these entries at the time of the HP update:
Oct 1 20:52:28 Aptas-MacBook-Pro.local com.apple.kextd[12]: Rescanning kernel extensions.
Oct 1 20:52:28 Aptas-MacBook-Pro.local com.apple.kextd[12]: Cache file /System/Library/Caches/com.apple.kext.caches/Directories/System/Library/Extensi ons/KextIdentifiers.plist.gz is out of date; not using.
Oct 1 20:52:28 Aptas-MacBook-Pro.local com.apple.kextd[12]: Cache file /System/Library/Caches/com.apple.kext.caches/Startup/IOKitPersonalities_x86_64. ioplist.gz is out of date; not using.
Oct 1 20:52:30 Aptas-MacBook-Pro.local com.apple.kextd[12]: Can't load AppleUSBEthernetHost.kext - authentication problems.
Oct 1 20:52:30 Aptas-MacBook-Pro kernel[0]: Resetting IOCatalogue.
and right after the HP installation:
Oct 1 20:52:44 Aptas-MacBook-Pro.local com.apple.kextd[12]: Rescanning kernel extensions.
Oct 1 20:52:44 Aptas-MacBook-Pro.local com.apple.kextd[12]: Cache file /System/Library/Caches/com.apple.kext.caches/Directories/System/Library/Extensi ons/KextIdentifiers.plist.gz is out of date; not using.
Oct 1 20:52:44 Aptas-MacBook-Pro.local com.apple.kextd[12]: Cache file /System/Library/Caches/com.apple.kext.caches/Startup/IOKitPersonalities_x86_64. ioplist.gz is out of date; not using.
Oct 1 20:52:44 Aptas-MacBook-Pro.local coreaudiod[287]: Enabled automatic stack shots because audio IO is inactive
Oct 1 20:52:46 Aptas-MacBook-Pro.local com.apple.kextcache[6764]: rebuilding /System/Library/Caches/com.apple.kext.caches/Startup/kernelcache
Oct 1 20:52:46 Aptas-MacBook-Pro kernel[0]: Resetting IOCatalogue.
Oct 1 20:52:47 Aptas-MacBook-Pro.local com.apple.kextcache[6766]: AppleUSBEthernetHost.kext is not authentic; omitting.
Oct 1 20:52:51 Aptas-MacBook-Pro.local com.apple.kextcache[6768]: / locked; waiting for lock.