iShares MSCI EAFE Growth ETF (BATS:EFG) is Forte Asset Management LLC’s 6th Largest Position

Forte Asset Management LLC lifted its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG) by 4.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 74,488 shares of the company’s stock after purchasing an additional 3,392 shares during the period. iShares MSCI EAFE Growth ETF comprises about 4.3% of Forte Asset Management LLC’s portfolio, making the stock its 6th largest holding. Forte Asset Management LLC owned 0.06% of iShares MSCI EAFE Growth ETF worth $8,019,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Sugarloaf Wealth Management LLC increased its stake in shares of iShares MSCI EAFE Growth ETF by 18.0% in the 3rd quarter. Sugarloaf Wealth Management LLC now owns 670 shares of the company’s stock valued at $72,000 after purchasing an additional 102 shares in the last quarter. PFG Advisors increased its stake in iShares MSCI EAFE Growth ETF by 0.4% during the 1st quarter. PFG Advisors now owns 24,635 shares of the company’s stock worth $2,557,000 after buying an additional 107 shares in the last quarter. Paladin Advisory Group LLC increased its stake in iShares MSCI EAFE Growth ETF by 0.6% during the 1st quarter. Paladin Advisory Group LLC now owns 18,227 shares of the company’s stock worth $1,885,000 after buying an additional 115 shares in the last quarter. Midland Wealth Advisors LLC increased its stake in iShares MSCI EAFE Growth ETF by 2.6% during the 2nd quarter. Midland Wealth Advisors LLC now owns 5,154 shares of the company’s stock worth $527,000 after buying an additional 129 shares in the last quarter. Finally, Cornerstone Wealth Advisors Inc. increased its stake in iShares MSCI EAFE Growth ETF by 2.0% during the 2nd quarter. Cornerstone Wealth Advisors Inc. now owns 7,330 shares of the company’s stock worth $750,000 after buying an additional 145 shares in the last quarter.

iShares MSCI EAFE Growth ETF Trading Down 1.0 %

BATS:EFG opened at $100.84 on Friday. iShares MSCI EAFE Growth ETF has a 12 month low of $67.58 and a 12 month high of $85.81. The stock has a 50 day moving average of $105.04 and a two-hundred day moving average of $103.35. The firm has a market cap of $11.86 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.