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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,164
shares
|
$332,794
0.13% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
6,127
shares
|
$330,796
0.22% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
6,091
shares
|
$328,853
0.29% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
6,073
shares
|
$327,881
0.06% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
5,991
shares
|
$323,454
0.04% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
5,960
shares
|
$321,780
0.02% of portfolio
|
Q1 2023
Added 8.46%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
5,896
shares
|
$318,325
0.09% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
5,884
shares
|
$317,677
0.04% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
5,869
shares
|
$316,867
0.0% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
5,858
shares
|
$316,273
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
5,850
shares
|
$315,841
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
5,820
shares
|
$314,221
0.0% of portfolio
|
Q2 2024
Added 14.82%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
5,811
shares
|
$313,735
0.01% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,807
shares
|
$313,519
0.07% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
5,752
shares
|
$310,550
0.13% of portfolio
|
Q3 2024
Added 274.72%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
5,719
shares
|
$308,768
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,673
shares
|
$306,285
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,635
shares
|
$304,233
0.03% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
5,613
shares
|
$303,045
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
5,573
shares
|
$300,886
0.03% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
5,572
shares
|
$300,832
0.03% of portfolio
|
Q2 2024
Added 1.72%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,561
shares
|
$300,238
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
5,518
shares
|
$297,916
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
5,474
shares
|
$295,541
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,460
shares
|
$294,785
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|