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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
264,797
shares
|
$13.9 Million
0.58% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
264,233
shares
|
$13.9 Million
2.28% of portfolio
|
Q3 2024
Added 22.34%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
264,181
shares
|
$13.9 Million
5.98% of portfolio
|
Q3 2024
Added 140.79%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
264,069
shares
|
$13.9 Million
5.16% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
260,448
shares
|
$13.7 Million
0.1% of portfolio
|
Q3 2024
Added 42.05%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
256,382
shares
|
$13.5 Million
8.12% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
251,174
shares
|
$13.2 Million
5.6% of portfolio
|
Q3 2024
Added 99.07%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
250,638
shares
|
$13.2 Million
0.86% of portfolio
|
Q3 2024
Reduced 70.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
247,887
shares
|
$13 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
246,473
shares
|
$13 Million
4.58% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
243,653
shares
|
$12.8 Million
0.28% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
243,300
shares
|
$12.8 Million
0.4% of portfolio
|
Q3 2024
Added 83.96%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
238,243
shares
|
$12.5 Million
0.34% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
234,873
shares
|
$12.4 Million
4.51% of portfolio
|
Q3 2024
Added 64.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
233,817
shares
|
$12.3 Million
0.37% of portfolio
|
Q3 2024
Added 109.23%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
231,361
shares
|
$12.2 Million
3.52% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
231,289
shares
|
$12.2 Million
0.25% of portfolio
|
Q3 2024
Added 30.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
228,215
shares
|
$12 Million
0.38% of portfolio
|
Q3 2024
Added 649.77%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
227,276
shares
|
$12 Million
4.86% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
224,749
shares
|
$11.8 Million
3.08% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
221,427
shares
|
$11.7 Million
3.03% of portfolio
|
Q3 2024
Added 49.07%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
219,939
shares
|
$11.6 Million
1.33% of portfolio
|
Q4 2023
Added 0.96%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
219,685
shares
|
$11.6 Million
0.9% of portfolio
|
Q3 2023
Added 43.84%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
218,380
shares
|
$11.5 Million
2.53% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
217,841
shares
|
$11.5 Million
4.8% of portfolio
|
Q3 2024
Added 2.85%
|