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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
17,648
shares
|
$918,578
0.01% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
17,450
shares
|
$908,272
0.02% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
17,376
shares
|
$904,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
17,366
shares
|
$903,900
0.74% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
17,331
shares
|
$902,078
0.23% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
17,273
shares
|
$899,059
0.35% of portfolio
|
Q1 2024
Reduced 10.46%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
17,267
shares
|
$898,747
0.03% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
17,230
shares
|
$896,821
0.34% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,129
shares
|
$891,564
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
16,815
shares
|
$875,220
0.53% of portfolio
|
Q1 2024
Reduced 41.7%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
16,805
shares
|
$874,700
0.07% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
16,418
shares
|
$854,556
0.05% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
16,311
shares
|
$848,987
0.19% of portfolio
|
Q3 2024
Added 87.66%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
16,239
shares
|
$845,239
0.73% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
16,170
shares
|
$841,648
1.24% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,092
shares
|
$837,588
0.0% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
16,091
shares
|
$837,536
0.06% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
15,816
shares
|
$823,222
0.09% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
15,720
shares
|
$818,226
0.16% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
15,599
shares
|
$811,927
0.83% of portfolio
|
Q3 2024
Added 52.63%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
15,386
shares
|
$800,841
0.19% of portfolio
|
Q3 2024
Added 15286.0%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
15,293
shares
|
$796,000
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
15,293
shares
|
$796,000
0.79% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
15,250
shares
|
$793,762
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,088
shares
|
$785,330
0.19% of portfolio
|
Q3 2020
Added 15.77%
|