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 1,023 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 $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
838
shares
|
$44,439
0.01% of portfolio
|
Q2 2023
Reduced 52.03%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
783
shares
|
$41,522
0.01% of portfolio
|
Q3 2024
Added 48.58%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
777
shares
|
$41,204
0.01% of portfolio
|
Q3 2024
Reduced 17.69%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
773
shares
|
$40,992
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
760
shares
|
$40,302
0.02% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
751
shares
|
$39,825
0.01% of portfolio
|
Q2 2024
Added 291.15%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
750
shares
|
$39,772
0.01% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
719
shares
|
$38,128
0.0% of portfolio
|
Q2 2024
Reduced 65.78%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
689
shares
|
$36,537
0.02% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
663
shares
|
$35,158
0.05% of portfolio
|
Q3 2024
Reduced 92.7%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
638
shares
|
$33,833
0.0% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
638
shares
|
$33,833
0.0% of portfolio
|
Q3 2024
Reduced 55.45%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
630
shares
|
$33,408
0.02% of portfolio
|
Q1 2022
Reduced 37.62%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
620
shares
|
$32,878
0.0% of portfolio
|
Q2 2024
Added 53.09%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
587
shares
|
$31,128
0.0% of portfolio
|
Q2 2024
Added 90.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
569
shares
|
$30,174
0.0% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
548
shares
|
$29,060
0.01% of portfolio
|
Q4 2023
Reduced 9.42%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
525
shares
|
$27,840
0.02% of portfolio
|
Q2 2023
Reduced 65.57%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
516
shares
|
$27,363
0.0% of portfolio
|
Q2 2024
Added 3125.0%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
513
shares
|
$27,204
0.02% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
499
shares
|
$26,461
0.01% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
493
shares
|
$26,143
0.0% of portfolio
|
Q3 2021
Reduced 27.5%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
472
shares
|
$25,030
0.01% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
449
shares
|
$23,810
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
429
shares
|
$22,749
0.0% of portfolio
|
Q3 2024
New holding
|