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 |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
28,425
shares
|
$1.53 Million
0.94% of portfolio
|
Q2 2023
Reduced 48.42%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
28,337
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2024
Added 25.03%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
28,169
shares
|
$1.52 Million
1.06% of portfolio
|
Q3 2024
Reduced 40.48%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
27,940
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
27,506
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.44%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
27,398
shares
|
$1.48 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
27,093
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 14.31%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
26,997
shares
|
$1.45 Million
0.61% of portfolio
|
Q3 2024
Added 166.37%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
26,519
shares
|
$1.43 Million
0.16% of portfolio
|
Q3 2024
Added 180.71%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
26,154
shares
|
$1.41 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
26,143
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
26,100
shares
|
$1.41 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
25,479
shares
|
$1.37 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
25,186
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
25,124
shares
|
$1.35 Million
1.68% of portfolio
|
Q3 2022
Reduced 16.97%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
25,090
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
24,925
shares
|
$1.34 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
24,847
shares
|
$1.34 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
24,706
shares
|
$1.33 Million
0.1% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
24,622
shares
|
$1.33 Million
0.06% of portfolio
|
Q3 2024
Added 45.93%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
24,441
shares
|
$1.32 Million
0.87% of portfolio
|
Q3 2024
Added 226.8%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
24,255
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
23,982
shares
|
$1.29 Million
0.41% of portfolio
|
Q3 2024
Added 37.92%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
23,931
shares
|
$1.29 Million
0.42% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
23,880
shares
|
$1.29 Million
0.28% of portfolio
|
Q3 2024
Added 3.62%
|