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 $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
32,356
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,191
shares
|
$1.68 Million
0.05% of portfolio
|
Q2 2020
Reduced 89.02%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
32,061
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2024
Reduced 17.13%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
32,046
shares
|
$1.67 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
31,958
shares
|
$1.66 Million
1.1% of portfolio
|
Q3 2024
Added 172.54%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
31,831
shares
|
$1.66 Million
1.45% of portfolio
|
Q3 2024
Added 39.18%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
31,664
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2024
Added 114.4%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
31,403
shares
|
$1.63 Million
0.11% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
31,095
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
31,000
shares
|
$1.61 Million
1.42% of portfolio
|
Q2 2022
Reduced 58.11%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
30,899
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
30,887
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
30,711
shares
|
$1.6 Million
0.21% of portfolio
|
Q3 2024
Added 102.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
30,680
shares
|
$1.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 27.13%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
30,546
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2024
Added 27.19%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
30,421
shares
|
$1.58 Million
1.36% of portfolio
|
Q3 2024
Added 276.17%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
30,187
shares
|
$1.57 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
29,785
shares
|
$1.55 Million
0.57% of portfolio
|
Q3 2023
Added 7.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
29,784
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Added 22.83%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
29,507
shares
|
$1.54 Million
0.83% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
29,437
shares
|
$1.53 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
28,832
shares
|
$1.5 Million
0.96% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
28,779
shares
|
$1.5 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
28,738
shares
|
$1.5 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
28,738
shares
|
$1.5 Million
0.1% of portfolio
|
Q3 2024
Added 33.33%
|