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 |
|---|---|---|---|---|---|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
140,022
shares
|
$7.54 Million
2.88% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
139,835
shares
|
$7.53 Million
4.78% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
138,122
shares
|
$7.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
137,796
shares
|
$7.42 Million
0.43% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
137,208
shares
|
$7.39 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
137,025
shares
|
$7.38 Million
0.23% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
136,898
shares
|
$7.37 Million
1.07% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
136,450
shares
|
$7.35 Million
12.37% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
136,066
shares
|
$7.33 Million
0.53% of portfolio
|
Q3 2024
Added 141.28%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
134,056
shares
|
$7.22 Million
0.82% of portfolio
|
Q3 2022
Added 4.79%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
132,459
shares
|
$7.14 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
132,260
shares
|
$7.12 Million
0.18% of portfolio
|
Q2 2024
Reduced 64.27%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
132,092
shares
|
$7.12 Million
2.52% of portfolio
|
Q3 2024
Added 142.01%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
131,504
shares
|
$7.08 Million
4.55% of portfolio
|
Q3 2024
Added 156.55%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
130,987
shares
|
$7.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
130,800
shares
|
$7.05 Million
0.47% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
130,595
shares
|
$7.04 Million
0.31% of portfolio
|
Q3 2024
Added 69.99%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
127,725
shares
|
$6.88 Million
3.63% of portfolio
|
Q3 2024
Added 55.62%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
125,218
shares
|
$6.75 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
122,026
shares
|
$6.57 Million
0.09% of portfolio
|
Q3 2024
Reduced 41.46%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
121,947
shares
|
$6.57 Million
0.46% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
118,135
shares
|
$6.36 Million
3.43% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
118,107
shares
|
$6.36 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
117,301
shares
|
$6.32 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
117,288
shares
|
$6.32 Million
2.23% of portfolio
|
Q4 2023
Reduced 3.93%
|