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 |
|---|---|---|---|---|---|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
7,756
shares
|
$418,513
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
7,720
shares
|
$416,571
0.03% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
7,664
shares
|
$413,549
0.05% of portfolio
|
Q2 2024
Reduced 45.19%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
7,660
shares
|
$413,333
0.22% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
7,648
shares
|
$412,686
0.03% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
7,633
shares
|
$411,876
0.04% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
7,611
shares
|
$410,689
0.06% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
7,558
shares
|
$407,829
0.04% of portfolio
|
Q4 2023
Added 32.36%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
7,530
shares
|
$406,318
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,497
shares
|
$404,538
0.04% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
7,442
shares
|
$401,570
0.12% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
7,366
shares
|
$397,469
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
7,346
shares
|
$396,390
0.09% of portfolio
|
Q3 2024
Added 70.72%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,337
shares
|
$395,904
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
7,303
shares
|
$394,069
0.14% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
7,293
shares
|
$393,530
0.2% of portfolio
|
Q3 2022
Reduced 14.44%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
7,283
shares
|
$392,990
0.02% of portfolio
|
Q3 2024
Added 19.81%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
7,252
shares
|
$391,317
0.04% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
7,175
shares
|
$387,163
0.24% of portfolio
|
Q3 2024
Added 97.5%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
7,099
shares
|
$383,062
0.04% of portfolio
|
Q3 2024
Added 36.2%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
7,095
shares
|
$382,846
0.1% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,014
shares
|
$378,475
0.07% of portfolio
|
Q3 2024
Reduced 39.19%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
7,000
shares
|
$377,720
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
6,938
shares
|
$374,374
0.05% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
6,923
shares
|
$373,565
0.12% of portfolio
|
Q3 2024
Added 5.42%
|