SWP Financial LLC Has $4.99 Million Holdings in iShares MSCI EAFE Value ETF $EFV

SWP Financial LLC raised its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 103.1% in the second quarter, Holdings Channel.com reports. The firm owned 78,569 shares of the company’s stock after buying an additional 39,880 shares during the period. iShares MSCI EAFE Value ETF comprises approximately 2.7% of SWP Financial LLC’s investment portfolio, making the stock its 11th biggest holding. SWP Financial LLC’s holdings in iShares MSCI EAFE Value ETF were worth $4,988,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Tritonpoint Wealth LLC increased its stake in iShares MSCI EAFE Value ETF by 2.8% in the 2nd quarter. Tritonpoint Wealth LLC now owns 5,965 shares of the company’s stock worth $379,000 after purchasing an additional 162 shares during the period. Claris Advisors LLC MO lifted its stake in shares of iShares MSCI EAFE Value ETF by 2.2% in the second quarter. Claris Advisors LLC MO now owns 7,766 shares of the company’s stock worth $493,000 after buying an additional 166 shares in the last quarter. Discipline Wealth Solutions LLC boosted its position in shares of iShares MSCI EAFE Value ETF by 1.6% during the first quarter. Discipline Wealth Solutions LLC now owns 11,326 shares of the company’s stock valued at $668,000 after buying an additional 174 shares during the last quarter. Lion Street Advisors LLC boosted its stake in shares of iShares MSCI EAFE Value ETF by 2.0% in the 1st quarter. Lion Street Advisors LLC now owns 9,081 shares of the company’s stock worth $535,000 after buying an additional 175 shares during the last quarter. Finally, Lord & Richards Wealth Management LLC grew its position in iShares MSCI EAFE Value ETF by 2.4% during the first quarter. Lord & Richards Wealth Management LLC now owns 7,749 shares of the company’s stock valued at $457,000 after buying an additional 178 shares during the period.

iShares MSCI EAFE Value ETF Stock Performance

Shares of iShares MSCI EAFE Value ETF stock opened at $67.82 on Wednesday. The stock’s fifty day moving average is $66.58 and its 200 day moving average is $63.11. The stock has a market cap of $27.81 billion, a P/E ratio of 12.17 and a beta of 0.73. iShares MSCI EAFE Value ETF has a one year low of $51.05 and a one year high of $66.83.

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.