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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
168,064
shares
|
$9.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.6%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
167,564
shares
|
$9.03 Million
0.69% of portfolio
|
Q3 2024
Added 200.98%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 26, 2024 Q2 2024 |
166,943
shares
|
$8.99 Million
5.06% of portfolio
|
Q2 2024
Added 48.73%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
166,341
shares
|
$8.96 Million
0.29% of portfolio
|
Q3 2024
Added 116.07%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
165,535
shares
|
$8.92 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
163,953
shares
|
$8.83 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
163,818
shares
|
$8.82 Million
1.47% of portfolio
|
Q3 2024
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
163,447
shares
|
$8.8 Million
1.19% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
162,915
shares
|
$8.78 Million
1.37% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
162,868
shares
|
$8.77 Million
0.28% of portfolio
|
Q3 2024
Added 245.96%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
162,280
shares
|
$8.74 Million
2.78% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
157,919
shares
|
$8.51 Million
0.62% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
157,642
shares
|
$8.49 Million
3.81% of portfolio
|
Q3 2024
Added 157.55%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
155,373
shares
|
$8.37 Million
0.19% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
155,187
shares
|
$8.36 Million
1.24% of portfolio
|
Q3 2024
Added 137.69%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
154,893
shares
|
$8.34 Million
0.89% of portfolio
|
Q3 2024
Added 149.95%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
153,945
shares
|
$8.29 Million
0.85% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
153,847
shares
|
$8.29 Million
0.11% of portfolio
|
Q3 2024
Added 122.36%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
151,323
shares
|
$8.15 Million
1.48% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
146,668
shares
|
$7.9 Million
0.61% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
146,598
shares
|
$7.9 Million
5.95% of portfolio
|
Q3 2024
Added 70.67%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
145,266
shares
|
$7.83 Million
3.96% of portfolio
|
Q1 2024
Reduced 10.55%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
144,042
shares
|
$7.76 Million
0.82% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
141,168
shares
|
$7.6 Million
0.26% of portfolio
|
Q3 2024
Added 41.14%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
140,965
shares
|
$7.59 Million
2.36% of portfolio
|
Q3 2024
Added 44.26%
|