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 |
|---|---|---|---|---|---|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,088
shares
|
$814,148
0.19% of portfolio
|
Q3 2020
Added 15.77%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
14,972
shares
|
$807,889
0.24% of portfolio
|
Q3 2024
Added 152.95%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
14,942
shares
|
$806,270
0.02% of portfolio
|
Q3 2024
Reduced 92.93%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
14,869
shares
|
$802,331
0.11% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
14,792
shares
|
$798,176
0.4% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,759
shares
|
$796,395
0.2% of portfolio
|
Q3 2024
Added 35.3%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
14,671
shares
|
$791,647
0.44% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
14,571
shares
|
$786,251
0.01% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
14,512
shares
|
$783,067
0.04% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
14,424
shares
|
$778,319
0.32% of portfolio
|
Q3 2024
Reduced 81.65%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
14,413
shares
|
$777,725
0.8% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
14,395
shares
|
$776,754
0.16% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,284
shares
|
$770,764
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
14,229
shares
|
$767,796
0.48% of portfolio
|
Q3 2024
Added 140.64%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
14,165
shares
|
$764,343
0.7% of portfolio
|
Q2 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
14,139
shares
|
$762,940
0.05% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
14,086
shares
|
$760,080
0.15% of portfolio
|
Q2 2023
Added 36.89%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
14,080
shares
|
$759,756
0.01% of portfolio
|
Q3 2024
Added 40.7%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,034
shares
|
$757,274
0.02% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
13,964
shares
|
$753,497
0.99% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
13,945
shares
|
$752,472
0.64% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
13,791
shares
|
$744,162
0.42% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
13,738
shares
|
$741,302
0.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13,621
shares
|
$734,989
3.02% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
13,504
shares
|
$728,675
0.11% of portfolio
|
Q3 2024
Reduced 3.95%
|