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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
21,794
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2024
Added 16.42%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
21,017
shares
|
$1.13 Million
0.26% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
20,694
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 82.66%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
20,606
shares
|
$1.11 Million
0.5% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
20,400
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
20,371
shares
|
$1.1 Million
0.62% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
20,168
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
20,139
shares
|
$1.09 Million
0.43% of portfolio
|
Q3 2024
Added 63.9%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
20,114
shares
|
$1.09 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
19,803
shares
|
$1.07 Million
0.32% of portfolio
|
Q3 2024
Added 191.39%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
19,716
shares
|
$1.06 Million
0.25% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
19,507
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
19,457
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
19,286
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Added 65.35%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
19,039
shares
|
$1.03 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
18,969
shares
|
$1.02 Million
0.24% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
18,961
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,875
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
Reduced 37.06%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
18,715
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
18,661
shares
|
$1.01 Million
0.56% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
18,310
shares
|
$988,007
0.07% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
18,126
shares
|
$978,078
0.02% of portfolio
|
Q3 2024
Added 83.29%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
18,107
shares
|
$977,053
0.63% of portfolio
|
Q3 2024
Added 141.88%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
17,966
shares
|
$969,445
0.68% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
17,794
shares
|
$960,164
0.18% of portfolio
|
Q2 2024
New holding
|