SWP Financial LLC Invests $3.25 Million in iShares MSCI EAFE Growth ETF (BATS:EFG)

SWP Financial LLC bought a new stake in iShares MSCI EAFE Growth ETF (BATS:EFG) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 33,601 shares of the company’s stock, valued at approximately $3,254,000. iShares MSCI EAFE Growth ETF accounts for 2.0% of SWP Financial LLC’s holdings, making the stock its 13th largest position.

Other institutional investors have also bought and sold shares of the company. RTD Financial Advisors Inc. grew its position in shares of iShares MSCI EAFE Growth ETF by 1.3% during the 4th quarter. RTD Financial Advisors Inc. now owns 208,343 shares of the company’s stock worth $20,174,000 after buying an additional 2,575 shares during the period. Duncan Williams Asset Management LLC grew its holdings in iShares MSCI EAFE Growth ETF by 7.6% in the fourth quarter. Duncan Williams Asset Management LLC now owns 12,588 shares of the company’s stock worth $1,219,000 after purchasing an additional 886 shares during the period. Jacksonville Wealth Management LLC bought a new stake in iShares MSCI EAFE Growth ETF in the fourth quarter valued at $1,632,000. Merkkuri Wealth Advisors LLC raised its holdings in shares of iShares MSCI EAFE Growth ETF by 19.4% during the fourth quarter. Merkkuri Wealth Advisors LLC now owns 17,413 shares of the company’s stock valued at $1,686,000 after purchasing an additional 2,824 shares during the period. Finally, Flagship Harbor Advisors LLC boosted its position in shares of iShares MSCI EAFE Growth ETF by 47.5% during the 4th quarter. Flagship Harbor Advisors LLC now owns 32,564 shares of the company’s stock worth $3,153,000 after purchasing an additional 10,485 shares in the last quarter.

iShares MSCI EAFE Growth ETF Price Performance

Shares of EFG opened at $102.43 on Monday. The stock has a 50-day moving average of $99.36 and a 200-day moving average of $102.10. iShares MSCI EAFE Growth ETF has a one year low of $67.58 and a one year high of $85.81. The company has a market cap of $12.05 billion, a PE ratio of 24.36 and a beta of 0.97.

About iShares MSCI EAFE Growth ETF

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.