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 |
|---|---|---|---|---|---|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
23,931
shares
|
$1.25 Million
0.42% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
23,880
shares
|
$1.24 Million
0.28% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
23,843
shares
|
$1.24 Million
0.46% of portfolio
|
Q3 2024
Added 60.21%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
23,782
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
23,661
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
23,573
shares
|
$1.23 Million
1.46% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
23,456
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
23,289
shares
|
$1.21 Million
0.53% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,254
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
23,246
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2024
Added 111.69%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
23,167
shares
|
$1.21 Million
1.13% of portfolio
|
Q3 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
22,904
shares
|
$1.19 Million
0.62% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,866
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 57.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
22,756
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
22,669
shares
|
$1.18 Million
0.75% of portfolio
|
Q3 2024
Added 132.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
22,544
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.94%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
22,527
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 51.98%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
22,400
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
22,331
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2024
Reduced 45.82%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,312
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
22,082
shares
|
$1.15 Million
0.37% of portfolio
|
Q2 2022
Reduced 1.9%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
21,879
shares
|
$1.14 Million
0.29% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
21,855
shares
|
$1.14 Million
0.93% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
21,829
shares
|
$1.14 Million
0.3% of portfolio
|
Q3 2024
Added 111.93%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
21,812
shares
|
$1.14 Million
0.38% of portfolio
|
Q3 2024
Reduced 8.5%
|