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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,939
shares
|
$266,508
0.0% of portfolio
|
Q3 2024
Reduced 18.93%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
4,885
shares
|
$263,594
0.19% of portfolio
|
Q3 2024
Reduced 66.65%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
4,858
shares
|
$262,137
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
4,851
shares
|
$261,759
0.29% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
4,837
shares
|
$261,004
0.06% of portfolio
|
Q2 2024
Reduced 6.94%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,822
shares
|
$260,195
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
4,822
shares
|
$260,195
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
4,795
shares
|
$258,738
0.05% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,708
shares
|
$254,043
0.02% of portfolio
|
Q3 2024
Reduced 72.25%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
4,700
shares
|
$253,612
0.01% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
4,696
shares
|
$253,396
0.06% of portfolio
|
Q2 2024
Reduced 45.53%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
4,675
shares
|
$252,263
0.04% of portfolio
|
Q3 2024
Reduced 22.83%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
4,665
shares
|
$251,723
0.05% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
4,662
shares
|
$251,561
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
4,596
shares
|
$248,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,593
shares
|
$247,838
0.08% of portfolio
|
Q1 2024
Added 1.86%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
4,582
shares
|
$247,244
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
4,530
shares
|
$244,438
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
4,523
shares
|
$244,061
0.05% of portfolio
|
Q2 2024
Added 20.94%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,519
shares
|
$243,845
0.13% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
4,439
shares
|
$239,528
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
4,421
shares
|
$238,557
0.02% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
4,408
shares
|
$237,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
4,377
shares
|
$236,182
0.09% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
4,364
shares
|
$235,481
0.01% of portfolio
|
Q3 2024
Added 2.8%
|