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 $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
338,725
shares
|
$18.5 Million
0.89% of portfolio
|
Q3 2024
Reduced 61.87%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
335,758
shares
|
$18.4 Million
1.29% of portfolio
|
Q3 2024
Added 54.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
331,725
shares
|
$18.2 Million
0.72% of portfolio
|
Q3 2024
Added 61.35%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
326,491
shares
|
$17.9 Million
3.65% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
320,883
shares
|
$17.6 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
310,046
shares
|
$17 Million
1.0% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
309,579
shares
|
$16.9 Million
2.1% of portfolio
|
Q3 2024
Added 88.47%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
307,805
shares
|
$16.9 Million
0.19% of portfolio
|
Q3 2024
Added 101.76%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
306,586
shares
|
$16.8 Million
5.78% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
306,413
shares
|
$16.8 Million
13.69% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
302,758
shares
|
$16.6 Million
2.1% of portfolio
|
Q3 2024
Added 77.77%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
301,200
shares
|
$16.5 Million
4.57% of portfolio
|
Q3 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
299,057
shares
|
$16.4 Million
2.84% of portfolio
|
Q3 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
292,638
shares
|
$16 Million
3.74% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
289,572
shares
|
$15.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
288,088
shares
|
$15.8 Million
2.03% of portfolio
|
Q3 2024
Added 113.11%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
286,375
shares
|
$15.7 Million
3.0% of portfolio
|
Q3 2024
Added 175.39%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
282,574
shares
|
$15.5 Million
2.54% of portfolio
|
Q3 2024
Added 122.27%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
281,368
shares
|
$15.4 Million
4.21% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
279,392
shares
|
$15.3 Million
1.38% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
278,268
shares
|
$15.2 Million
3.33% of portfolio
|
Q3 2024
Added 148.54%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
274,882
shares
|
$15 Million
0.65% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
273,680
shares
|
$15 Million
0.04% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
270,738
shares
|
$14.8 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
268,826
shares
|
$14.7 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.76%
|