Forte Asset Management LLC Sells 8,339 Shares of iShares MSCI EAFE Growth ETF $EFG

Forte Asset Management LLC cut its position in iShares MSCI EAFE Growth ETF (BATS:EFG) by 14.0% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 51,065 shares of the company’s stock after selling 8,339 shares during the period. iShares MSCI EAFE Growth ETF accounts for about 2.5% of Forte Asset Management LLC’s investment portfolio, making the stock its 13th biggest position. Forte Asset Management LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $5,687,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Cannon Financial Strategists Inc. raised its stake in shares of iShares MSCI EAFE Growth ETF by 0.5% in the fourth quarter. Cannon Financial Strategists Inc. now owns 19,114 shares of the company’s stock valued at $2,177,000 after acquiring an additional 86 shares during the last quarter. Disciplined Investments LLC grew its position in iShares MSCI EAFE Growth ETF by 0.3% during the 4th quarter. Disciplined Investments LLC now owns 27,928 shares of the company’s stock worth $3,182,000 after acquiring an additional 87 shares during the last quarter. Triangle Securities Wealth Management grew its position in iShares MSCI EAFE Growth ETF by 2.7% during the 1st quarter. Triangle Securities Wealth Management now owns 3,288 shares of the company’s stock worth $366,000 after acquiring an additional 87 shares during the last quarter. CreativeOne Wealth LLC grew its position in iShares MSCI EAFE Growth ETF by 0.3% during the 4th quarter. CreativeOne Wealth LLC now owns 34,888 shares of the company’s stock worth $3,974,000 after acquiring an additional 89 shares during the last quarter. Finally, Wealthcare Advisory Partners LLC increased its holdings in iShares MSCI EAFE Growth ETF by 1.8% during the 4th quarter. Wealthcare Advisory Partners LLC now owns 5,523 shares of the company’s stock valued at $629,000 after purchasing an additional 97 shares in the last quarter.

iShares MSCI EAFE Growth ETF Price Performance

EFG stock opened at $123.63 on Friday. The business has a fifty day moving average price of $121.72 and a 200 day moving average price of $118.74. iShares MSCI EAFE Growth ETF has a fifty-two week low of $106.33 and a fifty-two week high of $125.71. The stock has a market capitalization of $14.54 billion, a price-to-earnings ratio of 24.98 and a beta of 0.96.

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. The Fund invests in sectors, such as consumer staples, industrials, consumer discretionary, materials, healthcare, financials, information technology, energy, telecommunication services and utilities.