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 1,027 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 $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
116,589
shares
|
$6.05 Million
5.47% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
116,354
shares
|
$6.04 Million
0.13% of portfolio
|
Q3 2024
Added 567.21%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
114,582
shares
|
$5.94 Million
1.18% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
113,748
shares
|
$5.9 Million
2.48% of portfolio
|
Q3 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
112,994
shares
|
$5.86 Million
0.24% of portfolio
|
Q3 2024
Added 127.04%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
111,739
shares
|
$5.8 Million
0.67% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
110,431
shares
|
$5.73 Million
3.8% of portfolio
|
Q3 2024
Added 134.53%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
110,411
shares
|
$5.73 Million
0.97% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
110,004
shares
|
$5.71 Million
0.21% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
109,669
shares
|
$5.69 Million
3.72% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
109,592
shares
|
$5.69 Million
1.0% of portfolio
|
Q3 2024
Added 148.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
108,540
shares
|
$5.63 Million
0.44% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
106,913
shares
|
$5.55 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
105,488
shares
|
$5.47 Million
0.02% of portfolio
|
Q3 2024
Added 166.42%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
105,248
shares
|
$5.46 Million
0.61% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
104,174
shares
|
$5.4 Million
0.14% of portfolio
|
Q3 2024
Added 40.15%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
102,294
shares
|
$5.31 Million
4.1% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
101,187
shares
|
$5.25 Million
2.24% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
101,121
shares
|
$5.25 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
101,018
shares
|
$5.24 Million
0.24% of portfolio
|
Q3 2024
Added 283.2%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
99,567
shares
|
$5.17 Million
5.69% of portfolio
|
Q3 2024
Added 119.1%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
99,168
shares
|
$5.14 Million
0.18% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
97,985
shares
|
$5.08 Million
1.1% of portfolio
|
Q3 2024
Added 140.92%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
96,885
shares
|
$5.03 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
96,554
shares
|
$5.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.28%
|