SWP Financial LLC Buys Shares of 59,938 iShares MSCI EAFE Value ETF (BATS:EFV)

SWP Financial LLC purchased a new position in iShares MSCI EAFE Value ETF (BATS:EFV) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 59,938 shares of the company’s stock, valued at approximately $3,145,000. iShares MSCI EAFE Value ETF accounts for about 1.9% of SWP Financial LLC’s portfolio, making the stock its 14th largest position.

Several other institutional investors and hedge funds have also modified their holdings of the business. Concourse Financial Group Securities Inc. lifted its position in iShares MSCI EAFE Value ETF by 125.8% during the third quarter. Concourse Financial Group Securities Inc. now owns 189,989 shares of the company’s stock valued at $10,930,000 after purchasing an additional 105,835 shares in the last quarter. BNP Paribas Financial Markets lifted its position in shares of iShares MSCI EAFE Value ETF by 14.1% during the 3rd quarter. BNP Paribas Financial Markets now owns 4,277 shares of the company’s stock valued at $246,000 after buying an additional 527 shares in the last quarter. Advisory Alpha LLC grew its stake in shares of iShares MSCI EAFE Value ETF by 15.1% during the 2nd quarter. Advisory Alpha LLC now owns 57,069 shares of the company’s stock valued at $3,027,000 after acquiring an additional 7,505 shares during the period. Corepath Wealth Partners LLC increased its holdings in iShares MSCI EAFE Value ETF by 0.8% in the 3rd quarter. Corepath Wealth Partners LLC now owns 77,264 shares of the company’s stock worth $4,378,000 after acquiring an additional 611 shares in the last quarter. Finally, Lauterbach Financial Advisors LLC raised its stake in iShares MSCI EAFE Value ETF by 7.0% during the 3rd quarter. Lauterbach Financial Advisors LLC now owns 6,428 shares of the company’s stock worth $370,000 after acquiring an additional 418 shares during the period.

iShares MSCI EAFE Value ETF Price Performance

Shares of BATS:EFV opened at $54.52 on Monday. The firm’s 50 day simple moving average is $53.46 and its two-hundred day simple moving average is $54.78. The company has a market capitalization of $16.97 billion, a P/E ratio of 10.89 and a beta of 0.70. iShares MSCI EAFE Value ETF has a 1-year low of $49.15 and a 1-year high of $59.57.

iShares MSCI EAFE Value ETF Company Profile

iShares MSCI EAFE Value ETF (the Fund), formerly iShares MSCI EAFE Value 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 Value 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.