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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
44,510
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,206
shares
|
$2.38 Million
0.18% of portfolio
|
Q3 2024
Added 65.24%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
44,134
shares
|
$2.38 Million
1.05% of portfolio
|
Q3 2024
Added 88.92%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
44,023
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
43,727
shares
|
$2.36 Million
0.11% of portfolio
|
Q3 2022
Added 184.0%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
43,491
shares
|
$2.34 Million
0.6% of portfolio
|
Q3 2024
Added 167.18%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
42,591
shares
|
$2.29 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
42,550
shares
|
$2.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 65.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,456
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
41,914
shares
|
$2.26 Million
0.2% of portfolio
|
Q3 2022
Added 12.54%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
41,517
shares
|
$2.24 Million
0.21% of portfolio
|
Q3 2024
Added 115.44%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
41,385
shares
|
$2.23 Million
1.29% of portfolio
|
Q3 2024
Added 76.52%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
41,253
shares
|
$2.22 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
40,748
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
40,560
shares
|
$2.18 Million
0.13% of portfolio
|
Q3 2024
Added 43.43%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
40,429
shares
|
$2.18 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
40,061
shares
|
$2.16 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
40,046
shares
|
$2.16 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
39,748
shares
|
$2.14 Million
1.99% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
39,654
shares
|
$2.14 Million
0.18% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
39,467
shares
|
$2.13 Million
0.85% of portfolio
|
Q3 2024
Added 56.29%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
39,058
shares
|
$2.1 Million
0.05% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
38,965
shares
|
$2.1 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
38,852
shares
|
$2.09 Million
1.7% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
38,672
shares
|
$2.08 Million
0.8% of portfolio
|
Q3 2024
Added 168.84%
|