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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,108
shares
|
$526,121
0.05% of portfolio
|
Q4 2022
Added 10.3%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
10,046
shares
|
$522,894
0.15% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
10,010
shares
|
$521,020
0.1% of portfolio
|
Q3 2024
Added 118.56%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
9,931
shares
|
$516,908
0.01% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
9,871
shares
|
$513,785
0.13% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
9,845
shares
|
$512,432
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
9,746
shares
|
$507,279
0.04% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,659
shares
|
$502,750
0.07% of portfolio
|
Q3 2024
Added 122.3%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,652
shares
|
$502,386
0.04% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
9,640
shares
|
$501,762
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
9,629
shares
|
$501,189
0.03% of portfolio
|
Q3 2024
Added 29.81%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
9,601
shares
|
$499,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
9,591
shares
|
$499,211
0.17% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
9,558
shares
|
$497,493
0.28% of portfolio
|
Q3 2024
Added 14.78%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
9,481
shares
|
$493,486
0.08% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,442
shares
|
$491,456
0.01% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
9,417
shares
|
$490,154
0.08% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
9,413
shares
|
$489,946
0.06% of portfolio
|
Q3 2024
Added 133.46%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
9,412
shares
|
$489,894
0.03% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,291
shares
|
$483,596
0.01% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
9,164
shares
|
$476,986
0.26% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
8,909
shares
|
$463,713
0.14% of portfolio
|
Q3 2024
Added 78.5%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
8,800
shares
|
$458,040
0.03% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
8,600
shares
|
$447,630
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
8,581
shares
|
$446,641
0.13% of portfolio
|
Q3 2024
Reduced 26.09%
|