Forte Asset Management LLC Has $7.06 Million Stake in iShares MSCI EAFE Growth ETF (BATS:EFG)

Forte Asset Management LLC cut its position in iShares MSCI EAFE Growth ETF (BATS:EFG) by 2.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 72,891 shares of the company’s stock after selling 1,597 shares during the quarter. iShares MSCI EAFE Growth ETF makes up approximately 3.7% of Forte Asset Management LLC’s investment portfolio, making the stock its 7th largest holding. Forte Asset Management LLC owned about 0.06% of iShares MSCI EAFE Growth ETF worth $7,058,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in EFG. Davis Capital Management acquired a new position in shares of iShares MSCI EAFE Growth ETF during the third quarter valued at about $25,000. Evermay Wealth Management LLC increased its holdings in shares of iShares MSCI EAFE Growth ETF by 833.3% during the third quarter. Evermay Wealth Management LLC now owns 252 shares of the company’s stock valued at $27,000 after acquiring an additional 225 shares in the last quarter. Viewpoint Capital Management LLC acquired a new position in shares of iShares MSCI EAFE Growth ETF during the third quarter valued at about $30,000. Thurston Springer Miller Herd & Titak Inc. increased its holdings in shares of iShares MSCI EAFE Growth ETF by 176.2% during the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 279 shares of the company’s stock valued at $30,000 after acquiring an additional 178 shares in the last quarter. Finally, Atmos Advisory LLC acquired a new position in iShares MSCI EAFE Growth ETF in the 4th quarter worth approximately $30,000.

iShares MSCI EAFE Growth ETF Trading Up 5.8 %

Shares of BATS:EFG opened at $101.71 on Tuesday. iShares MSCI EAFE Growth ETF has a twelve month low of $67.58 and a twelve month high of $85.81. The company’s 50 day moving average is $99.36 and its 200 day moving average is $102.10. The company has a market cap of $11.96 billion, a PE ratio of 24.36 and a beta of 0.97.

About iShares MSCI EAFE Growth ETF

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.