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 |
|---|---|---|---|---|---|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
38,965
shares
|
$2.03 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
38,852
shares
|
$2.02 Million
1.7% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
38,672
shares
|
$2.01 Million
0.8% of portfolio
|
Q3 2024
Added 168.84%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
38,591
shares
|
$2.01 Million
0.98% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
38,022
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
37,674
shares
|
$1.96 Million
1.42% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
37,636
shares
|
$1.96 Million
0.2% of portfolio
|
Q3 2024
Reduced 45.17%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
37,058
shares
|
$1.93 Million
0.19% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
36,927
shares
|
$1.92 Million
0.08% of portfolio
|
Q3 2024
Added 63.36%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
36,808
shares
|
$1.92 Million
0.92% of portfolio
|
Q3 2024
Added 151.9%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
36,620
shares
|
$1.91 Million
3.87% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
36,342
shares
|
$1.89 Million
0.28% of portfolio
|
Q3 2024
Added 134.83%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
36,007
shares
|
$1.87 Million
0.72% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Vpr Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
35,700
shares
|
$1.86 Million
0.72% of portfolio
|
Q3 2022
Added 38.91%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
35,530
shares
|
$1.85 Million
0.86% of portfolio
|
Q3 2024
Added 113.27%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
35,225
shares
|
$1.83 Million
1.26% of portfolio
|
Q3 2024
Added 92.45%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
35,134
shares
|
$1.83 Million
0.28% of portfolio
|
Q3 2024
Added 74.47%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
34,807
shares
|
$1.81 Million
0.48% of portfolio
|
Q3 2024
Added 121.42%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
34,762
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
34,714
shares
|
$1.81 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
34,515
shares
|
$1.8 Million
0.48% of portfolio
|
Q3 2023
Added 0.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
34,283
shares
|
$1.78 Million
0.17% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
33,333
shares
|
$1.73 Million
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
32,910
shares
|
$1.71 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
32,587
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2024
Added 39.88%
|