Trek Financial LLC Sells 6,447 Shares of iShares MSCI EAFE Growth ETF $EFG

Trek Financial LLC decreased its position in iShares MSCI EAFE Growth ETF (BATS:EFG) by 29.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,346 shares of the company’s stock after selling 6,447 shares during the quarter. Trek Financial LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $1,748,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Cannon Financial Strategists Inc. raised its position 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 purchasing an additional 86 shares during the period. Beam Wealth Advisors Inc. raised its position in shares of iShares MSCI EAFE Growth ETF by 6.2% in the fourth quarter. Beam Wealth Advisors Inc. now owns 49,074 shares of the company’s stock valued at $5,590,000 after purchasing an additional 2,878 shares during the period. Dynamic Wealth Strategies LLC bought a new position in shares of iShares MSCI EAFE Growth ETF in the fourth quarter valued at approximately $110,000. Bryn Mawr Trust Advisors LLC raised its position in shares of iShares MSCI EAFE Growth ETF by 7.4% in the fourth quarter. Bryn Mawr Trust Advisors LLC now owns 7,380 shares of the company’s stock valued at $841,000 after purchasing an additional 508 shares during the period. Finally, BankPlus Wealth Management LLC raised its position in shares of iShares MSCI EAFE Growth ETF by 4.3% in the fourth quarter. BankPlus Wealth Management LLC now owns 32,287 shares of the company’s stock valued at $3,678,000 after purchasing an additional 1,337 shares during the period.

iShares MSCI EAFE Growth ETF Trading Down 1.0%

Shares of EFG stock opened at $120.34 on Wednesday. iShares MSCI EAFE Growth ETF has a 1 year low of $106.33 and a 1 year high of $123.63. The firm’s fifty day simple moving average is $116.28 and its 200 day simple moving average is $116.64. The firm has a market capitalization of $14.15 billion, a P/E ratio of 24.98 and a beta of 0.96.

iShares MSCI EAFE Growth ETF 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.