Montecito Bank & Trust Makes New $626,000 Investment in iShares MSCI EAFE Growth ETF $EFG

Montecito Bank & Trust bought a new stake in iShares MSCI EAFE Growth ETF (BATS:EFG) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 5,499 shares of the company’s stock, valued at approximately $626,000.

Several other hedge funds have also made changes to their positions in EFG. FAS Wealth Partners Inc. grew its holdings in shares of iShares MSCI EAFE Growth ETF by 5.4% during the 2nd quarter. FAS Wealth Partners Inc. now owns 433,332 shares of the company’s stock worth $48,533,000 after purchasing an additional 22,283 shares during the period. Itau Unibanco Holding S.A. acquired a new position in iShares MSCI EAFE Growth ETF in the second quarter valued at about $28,034,000. AMG National Trust Bank boosted its stake in iShares MSCI EAFE Growth ETF by 5.5% during the second quarter. AMG National Trust Bank now owns 12,378 shares of the company’s stock worth $1,386,000 after buying an additional 648 shares during the period. Merit Financial Group LLC boosted its stake in iShares MSCI EAFE Growth ETF by 23.4% during the second quarter. Merit Financial Group LLC now owns 553,717 shares of the company’s stock worth $62,016,000 after buying an additional 104,980 shares during the period. Finally, Avantax Advisory Services Inc. increased its position in shares of iShares MSCI EAFE Growth ETF by 2.4% during the second quarter. Avantax Advisory Services Inc. now owns 374,190 shares of the company’s stock valued at $41,909,000 after acquiring an additional 8,881 shares during the last quarter.

iShares MSCI EAFE Growth ETF Stock Performance

iShares MSCI EAFE Growth ETF stock opened at $112.61 on Friday. The company’s 50 day simple moving average is $114.48 and its 200-day simple moving average is $112.54. iShares MSCI EAFE Growth ETF has a 1 year low of $88.66 and a 1 year high of $113.16. The company has a market capitalization of $13.24 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.