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 |
|---|---|---|---|---|---|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
6,919
shares
|
$373,349
0.08% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
6,906
shares
|
$372,647
0.04% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
6,882
shares
|
$371,352
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
6,868
shares
|
$370,597
0.15% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
6,861
shares
|
$370,219
0.08% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
6,828
shares
|
$368,438
0.29% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
6,781
shares
|
$365,902
0.04% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
6,774
shares
|
$365,525
0.1% of portfolio
|
Q3 2024
Reduced 92.11%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
6,754
shares
|
$364,445
0.01% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
6,750
shares
|
$364,230
0.35% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
6,704
shares
|
$361,747
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
6,693
shares
|
$361,154
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
6,692
shares
|
$361,100
0.07% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
6,572
shares
|
$354,625
0.16% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
6,500
shares
|
$350,740
0.15% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
6,467
shares
|
$348,959
0.0% of portfolio
|
Q3 2024
Added 12.78%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
6,465
shares
|
$348,851
0.06% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,428
shares
|
$346,854
0.24% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
6,415
shares
|
$346,153
0.05% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,393
shares
|
$344,966
0.04% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,378
shares
|
$344,156
0.02% of portfolio
|
Q2 2024
Reduced 18.7%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
6,328
shares
|
$341,458
0.01% of portfolio
|
Q3 2024
Reduced 48.09%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
6,291
shares
|
$339,462
0.96% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,269
shares
|
$338,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,266
shares
|
$338,113
0.13% of portfolio
|
Q3 2024
Reduced 8.23%
|