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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
41
shares
|
$2,157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
41
shares
|
$2,157
0.0% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
37
shares
|
$1,947
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
36
shares
|
$1,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
30
shares
|
$1,578
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
29
shares
|
$1,526
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
28
shares
|
$1,473
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
27
shares
|
$1,421
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
25
shares
|
$1,315
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$1,210
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
21
shares
|
$1,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
20
shares
|
$1,052
0.0% of portfolio
|
Q4 2023
Reduced 61.54%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
13
shares
|
$684
0.0% of portfolio
|
Q3 2024
Reduced 89.6%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
9
shares
|
$473
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
8
shares
|
$421
0.0% of portfolio
|
Q2 2024
Reduced 91.4%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6
shares
|
$315
0.0% of portfolio
|
Q2 2021
Reduced 99.75%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4
shares
|
$210
0.0% of portfolio
|
Q3 2023
Reduced 97.66%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
1
shares
|
$52
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|