Institutional Ownership Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV). We have compiled data on the 1,020 institutions that hold shares in the stock, with a total of 295 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
75,178
shares
|
$4.05 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
74,532
shares
|
$4.02 Million
3.33% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
74,418
shares
|
$4.01 Million
1.84% of portfolio
|
Q3 2024
Added 84.02%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
73,838
shares
|
$3.98 Million
2.31% of portfolio
|
Q3 2024
Added 56.69%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
72,327
shares
|
$3.9 Million
0.59% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
72,310
shares
|
$3.9 Million
0.28% of portfolio
|
Q4 2023
Reduced 7.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
71,719
shares
|
$3.86 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
69,287
shares
|
$3.73 Million
1.0% of portfolio
|
Q3 2024
Added 113.27%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
68,822
shares
|
$3.71 Million
1.13% of portfolio
|
Q3 2024
Added 80.79%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
68,476
shares
|
$3.69 Million
0.11% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
67,726
shares
|
$3.65 Million
0.15% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
66,098
shares
|
$3.56 Million
2.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
65,961
shares
|
$3.55 Million
0.24% of portfolio
|
Q3 2024
Added 23.47%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
65,958
shares
|
$3.55 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
65,898
shares
|
$3.55 Million
0.09% of portfolio
|
Q2 2024
Reduced 41.86%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
65,887
shares
|
$3.55 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
65,255
shares
|
$3.52 Million
1.43% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
65,009
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
64,608
shares
|
$3.48 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
64,369
shares
|
$3.47 Million
0.52% of portfolio
|
Q3 2024
Reduced 27.2%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
64,233
shares
|
$3.46 Million
0.84% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
63,811
shares
|
$3.44 Million
1.47% of portfolio
|
Q3 2024
Added 30.4%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
63,712
shares
|
$3.43 Million
2.78% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
63,706
shares
|
$3.43 Million
1.69% of portfolio
|
Q3 2024
Added 176.87%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
63,157
shares
|
$3.4 Million
0.98% of portfolio
|
Q3 2024
Added 0.12%
|