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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
5,441
shares
|
$293,596
0.06% of portfolio
|
Q1 2024
Added 21.91%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,432
shares
|
$293,110
0.26% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
5,417
shares
|
$292,301
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,415
shares
|
$292,193
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
5,414
shares
|
$292,139
0.04% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
5,404
shares
|
$291,599
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
5,402
shares
|
$291,491
0.05% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
5,387
shares
|
$290,682
0.06% of portfolio
|
Q4 2022
Reduced 1.01%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
5,384
shares
|
$290,520
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
5,355
shares
|
$288,955
0.18% of portfolio
|
Q3 2024
Reduced 22.99%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
5,333
shares
|
$287,768
0.06% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
5,326
shares
|
$287,390
0.0% of portfolio
|
Q3 2024
Reduced 24.42%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,285
shares
|
$285,178
0.0% of portfolio
|
Q3 2021
Reduced 4.76%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,279
shares
|
$284,854
0.08% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
5,263
shares
|
$283,991
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,262
shares
|
$283,937
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
5,248
shares
|
$283,182
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,203
shares
|
$280,753
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,199
shares
|
$280,538
0.03% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
5,187
shares
|
$279,890
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
5,138
shares
|
$277,246
0.02% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
5,109
shares
|
$275,681
0.02% of portfolio
|
Q3 2024
Reduced 12.43%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
5,070
shares
|
$273,577
0.0% of portfolio
|
Q2 2024
Added 1.5%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
4,982
shares
|
$268,828
0.04% of portfolio
|
Q3 2024
Reduced 33.49%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
4,959
shares
|
$267,587
0.01% of portfolio
|
Q3 2024
Reduced 64.98%
|