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 $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
83,281
shares
|
$4.33 Million
2.36% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
83,174
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
82,654
shares
|
$4.3 Million
0.67% of portfolio
|
Q3 2024
Reduced 49.73%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
82,628
shares
|
$4.3 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
82,177
shares
|
$4.28 Million
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
81,954
shares
|
$4.27 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
81,618
shares
|
$4.25 Million
0.75% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
80,654
shares
|
$4.2 Million
2.37% of portfolio
|
Q4 2023
Added 5.44%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
80,618
shares
|
$4.2 Million
0.07% of portfolio
|
Q3 2024
Added 502.89%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
80,073
shares
|
$4.17 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
79,701
shares
|
$4.15 Million
0.79% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
79,644
shares
|
$4.15 Million
3.27% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
79,644
shares
|
$4.15 Million
3.27% of portfolio
|
Q3 2024
Added 85.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
79,600
shares
|
$4.14 Million
0.32% of portfolio
|
Q4 2023
Added 14.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
78,793
shares
|
$4.1 Million
0.11% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
78,386
shares
|
$4.08 Million
0.16% of portfolio
|
Q3 2023
Added 299.3%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
78,169
shares
|
$4.07 Million
1.47% of portfolio
|
Q1 2023
Added 3.88%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
78,107
shares
|
$4.07 Million
3.64% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
77,892
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
77,264
shares
|
$4.02 Million
4.32% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
77,133
shares
|
$4.01 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
77,038
shares
|
$4.01 Million
1.56% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
77,019
shares
|
$4.01 Million
1.05% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
75,840
shares
|
$3.95 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
75,776
shares
|
$3.94 Million
0.34% of portfolio
|
Q3 2024
Added 121.96%
|