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 |
|---|---|---|---|---|---|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
13,411
shares
|
$698,042
0.37% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
13,358
shares
|
$695,283
0.01% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,272
shares
|
$690,807
0.67% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
13,261
shares
|
$690,235
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
13,207
shares
|
$687,424
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
13,203
shares
|
$687,216
0.08% of portfolio
|
Q3 2024
Added 56.73%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
13,059
shares
|
$679,720
0.07% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
13,049
shares
|
$679,200
0.42% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,019
shares
|
$677,638
0.55% of portfolio
|
Q3 2024
Added 25.52%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
12,827
shares
|
$667,645
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
12,816
shares
|
$667,072
0.34% of portfolio
|
Q3 2024
Added 32.77%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
12,647
shares
|
$658,276
0.01% of portfolio
|
Q2 2024
Reduced 80.65%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
12,597
shares
|
$655,673
0.03% of portfolio
|
Q3 2024
Reduced 43.02%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
12,593
shares
|
$655,465
0.03% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
12,501
shares
|
$650,677
0.5% of portfolio
|
Q3 2024
Added 193.18%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
12,495
shares
|
$650,364
0.05% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
12,468
shares
|
$648,959
0.54% of portfolio
|
Q3 2024
Added 284.93%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
12,442
shares
|
$647,606
0.42% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
12,293
shares
|
$639,850
0.21% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
12,094
shares
|
$629,492
0.3% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
12,043
shares
|
$626,838
0.38% of portfolio
|
Q3 2024
Added 70.07%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
11,958
shares
|
$622,413
1.7% of portfolio
|
Q3 2024
Added 125.54%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,897
shares
|
$619,238
0.08% of portfolio
|
Q3 2024
Reduced 66.5%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
11,803
shares
|
$614,346
0.24% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
11,733
shares
|
$610,702
0.2% of portfolio
|
Q2 2022
Reduced 22.66%
|