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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,954,667
shares
|
$105 Million
1.44% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,755,135
shares
|
$94.5 Million
0.67% of portfolio
|
Q3 2024
Added 131.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,611,083
shares
|
$86.8 Million
0.14% of portfolio
|
Q3 2024
Added 20.74%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,594,229
shares
|
$85.9 Million
2.21% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,584,275
shares
|
$85.3 Million
2.57% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,569,959
shares
|
$84.6 Million
5.29% of portfolio
|
Q3 2024
Added 165.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,464,630
shares
|
$78.9 Million
0.16% of portfolio
|
Q3 2024
Added 76.25%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
1,415,169
shares
|
$76.2 Million
2.52% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,410,975
shares
|
$76 Million
0.41% of portfolio
|
Q3 2024
Added 148.02%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,388,678
shares
|
$74.8 Million
1.79% of portfolio
|
Q3 2024
Added 137.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,336,717
shares
|
$72 Million
0.02% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,242,766
shares
|
$66.9 Million
0.21% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,210,678
shares
|
$65.2 Million
0.31% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,184,700
shares
|
$63.8 Million
0.07% of portfolio
|
Q3 2024
Added 105.83%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
1,176,253
shares
|
$63.4 Million
2.59% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,169,467
shares
|
$63 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,168,296
shares
|
$62.9 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.03%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,112,664
shares
|
$59.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,088,105
shares
|
$58.6 Million
0.04% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,086,522
shares
|
$58.5 Million
0.34% of portfolio
|
Q2 2023
Reduced 45.69%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,007,445
shares
|
$54.3 Million
0.59% of portfolio
|
Q3 2024
Added 23.6%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
970,433
shares
|
$52.3 Million
0.5% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
950,885
shares
|
$51.2 Million
0.56% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
920,388
shares
|
$49.6 Million
0.62% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
913,779
shares
|
$49.2 Million
0.54% of portfolio
|
Q3 2024
Added 8.17%
|