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 |
|---|---|---|---|---|---|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
8,581
shares
|
$463,030
0.13% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,576
shares
|
$462,760
0.02% of portfolio
|
Q3 2023
Added 0.78%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
8,424
shares
|
$454,559
0.1% of portfolio
|
Q3 2024
Reduced 51.82%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
8,398
shares
|
$453,156
0.12% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
8,361
shares
|
$451,159
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,345
shares
|
$450,296
0.25% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
8,343
shares
|
$450,188
0.1% of portfolio
|
Q3 2024
Added 90.26%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,327
shares
|
$449,324
0.25% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
8,250
shares
|
$445,170
0.05% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
8,236
shares
|
$444,414
0.12% of portfolio
|
Q3 2024
Added 49.34%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
8,209
shares
|
$442,957
0.32% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,204
shares
|
$442,687
0.11% of portfolio
|
Q4 2023
Reduced 8.63%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
8,172
shares
|
$440,961
0.02% of portfolio
|
Q3 2024
Added 60.68%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
8,110
shares
|
$437,615
0.05% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
8,086
shares
|
$436,320
0.15% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,080
shares
|
$435,996
0.03% of portfolio
|
Q3 2024
Added 99.7%
|
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
8,062
shares
|
$435,025
0.13% of portfolio
|
Q1 2024
Added 4.47%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,024
shares
|
$432,975
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
8,018
shares
|
$432,651
0.16% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
7,994
shares
|
$431,356
0.17% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
7,914
shares
|
$427,039
0.06% of portfolio
|
Q3 2024
Added 77.01%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
7,911
shares
|
$426,877
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
7,900
shares
|
$426,284
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,843
shares
|
$423,208
0.02% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,761
shares
|
$418,783
0.02% of portfolio
|
Q3 2024
New holding
|