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 $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
913,779
shares
|
$48.1 Million
0.54% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
848,519
shares
|
$44.7 Million
6.06% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
792,665
shares
|
$41.7 Million
0.07% of portfolio
|
Q3 2024
Added 28.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
779,568
shares
|
$41 Million
0.11% of portfolio
|
Q3 2023
Added 24.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
777,626
shares
|
$40.9 Million
0.15% of portfolio
|
Q3 2024
Added 51.55%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
753,778
shares
|
$39.7 Million
3.71% of portfolio
|
Q3 2024
Added 181.62%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
746,309
shares
|
$39.3 Million
2.56% of portfolio
|
Q4 2023
Reduced 17.32%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
734,309
shares
|
$38.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
733,115
shares
|
$38.6 Million
4.11% of portfolio
|
Q3 2024
Added 173.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
729,987
shares
|
$38.4 Million
0.1% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
720,420
shares
|
$37.9 Million
0.55% of portfolio
|
Q3 2024
Added 112.7%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
687,848
shares
|
$36.2 Million
2.26% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
680,023
shares
|
$35.8 Million
0.5% of portfolio
|
Q3 2024
Added 26.4%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
656,152
shares
|
$34.5 Million
4.1% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
646,926
shares
|
$34 Million
0.42% of portfolio
|
Q3 2024
Added 128.55%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
643,298
shares
|
$33.9 Million
3.11% of portfolio
|
Q3 2024
Added 124.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
635,593
shares
|
$33.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
635,430
shares
|
$33.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.48%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
634,504
shares
|
$33.4 Million
4.23% of portfolio
|
Q3 2023
Added 5.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
612,920
shares
|
$32.3 Million
0.06% of portfolio
|
Q3 2024
Added 16.26%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
599,876
shares
|
$31.6 Million
3.34% of portfolio
|
Q3 2023
Added 33.4%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
599,646
shares
|
$31.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
565,943
shares
|
$29.8 Million
1.21% of portfolio
|
Q3 2024
Added 1036.11%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
557,695
shares
|
$29.4 Million
3.98% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
548,238
shares
|
$28.9 Million
1.14% of portfolio
|
Q3 2024
Added 225.14%
|