Triad Wealth Partners LLC Trims Stock Position in iShares MSCI EAFE Growth ETF $EFG

Triad Wealth Partners LLC lowered its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG) by 81.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,963 shares of the company’s stock after selling 51,834 shares during the quarter. Triad Wealth Partners LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $1,362,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of EFG. Bangor Savings Bank purchased a new position in iShares MSCI EAFE Growth ETF during the third quarter worth approximately $26,000. Rice Partnership LLC acquired a new stake in shares of iShares MSCI EAFE Growth ETF during the 2nd quarter worth $28,000. Pandora Wealth Inc. acquired a new stake in shares of iShares MSCI EAFE Growth ETF during the 2nd quarter worth $28,000. Harbor Asset Planning Inc. purchased a new position in shares of iShares MSCI EAFE Growth ETF in the 2nd quarter worth $35,000. Finally, Cedar Mountain Advisors LLC boosted its holdings in iShares MSCI EAFE Growth ETF by 50.2% in the third quarter. Cedar Mountain Advisors LLC now owns 317 shares of the company’s stock valued at $36,000 after acquiring an additional 106 shares during the last quarter.

iShares MSCI EAFE Growth ETF Price Performance

Shares of BATS:EFG opened at $118.53 on Thursday. The business has a 50-day moving average of $114.92 and a two-hundred day moving average of $113.60. The firm has a market capitalization of $13.94 billion, a PE ratio of 24.98 and a beta of 0.96. iShares MSCI EAFE Growth ETF has a 12 month low of $88.66 and a 12 month high of $113.16.

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.