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 1,022 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
11,733
shares
|
$633,464
0.2% of portfolio
|
Q2 2022
Reduced 22.66%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
11,712
shares
|
$632,330
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
11,694
shares
|
$631,359
0.03% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
11,691
shares
|
$631,197
0.02% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,660
shares
|
$629,523
0.04% of portfolio
|
Q3 2024
Added 190.99%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
11,472
shares
|
$619,373
0.02% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
11,183
shares
|
$603,770
0.29% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,008
shares
|
$594,321
0.0% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
10,976
shares
|
$592,594
0.11% of portfolio
|
Q4 2022
Added 25.13%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
10,976
shares
|
$592,594
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
10,963
shares
|
$591,892
0.03% of portfolio
|
Q3 2024
Reduced 20.93%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
10,918
shares
|
$589,462
0.04% of portfolio
|
Q3 2024
Reduced 26.5%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
10,880
shares
|
$587,411
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
10,853
shares
|
$585,953
0.25% of portfolio
|
Q1 2024
Added 6.77%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
10,804
shares
|
$583,307
0.16% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,804
shares
|
$583,307
0.16% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
10,791
shares
|
$582,606
0.43% of portfolio
|
Q3 2024
Added 134.13%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
10,756
shares
|
$580,716
0.03% of portfolio
|
Q3 2024
Reduced 39.81%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
10,717
shares
|
$578,610
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
10,550
shares
|
$569,594
0.04% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
10,448
shares
|
$564,087
0.05% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
10,434
shares
|
$563,331
0.52% of portfolio
|
Q3 2024
Added 131.46%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
10,326
shares
|
$557,500
0.01% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
10,204
shares
|
$550,913
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
10,175
shares
|
$549,348
0.34% of portfolio
|
Q1 2024
New holding
|