SWP Financial LLC Invests $3.15 Million in iShares MSCI EAFE Value ETF (BATS:EFV)

SWP Financial LLC acquired a new stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 59,938 shares of the company’s stock, valued at approximately $3,145,000. iShares MSCI EAFE Value ETF makes up approximately 1.9% of SWP Financial LLC’s holdings, making the stock its 14th largest position.

A number of other large investors have also added to or reduced their stakes in EFV. FMR LLC raised its holdings in iShares MSCI EAFE Value ETF by 4.6% in the 3rd quarter. FMR LLC now owns 19,209,588 shares of the company’s stock worth $1,105,128,000 after acquiring an additional 851,958 shares during the last quarter. JPMorgan Chase & Co. raised its stake in shares of iShares MSCI EAFE Value ETF by 44.8% in the third quarter. JPMorgan Chase & Co. now owns 13,232,972 shares of the company’s stock worth $761,293,000 after purchasing an additional 4,091,747 shares during the last quarter. LPL Financial LLC lifted its holdings in shares of iShares MSCI EAFE Value ETF by 91.4% during the third quarter. LPL Financial LLC now owns 12,773,389 shares of the company’s stock valued at $734,853,000 after purchasing an additional 6,101,266 shares in the last quarter. US Bancorp DE boosted its position in shares of iShares MSCI EAFE Value ETF by 4.7% during the third quarter. US Bancorp DE now owns 12,321,761 shares of the company’s stock valued at $708,885,000 after buying an additional 551,006 shares during the last quarter. Finally, CWM LLC increased its holdings in iShares MSCI EAFE Value ETF by 103.4% in the 3rd quarter. CWM LLC now owns 6,177,993 shares of the company’s stock worth $355,420,000 after buying an additional 3,140,696 shares in the last quarter.

iShares MSCI EAFE Value ETF Stock Performance

EFV opened at $54.52 on Monday. The company’s 50-day simple moving average is $53.46 and its two-hundred day simple moving average is $54.78. The stock 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 52-week low of $49.15 and a 52-week high of $59.57.

About iShares MSCI EAFE Value ETF

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.