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 |
|---|---|---|---|---|---|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
63,712
shares
|
$3.31 Million
2.78% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
63,706
shares
|
$3.31 Million
1.69% of portfolio
|
Q3 2024
Added 176.87%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
63,157
shares
|
$3.28 Million
0.98% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
63,130
shares
|
$3.28 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
62,927
shares
|
$3.26 Million
1.42% of portfolio
|
Q3 2024
Added 172.55%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
62,379
shares
|
$3.24 Million
0.18% of portfolio
|
Q3 2024
Added 120.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
62,334
shares
|
$3.23 Million
0.11% of portfolio
|
Q3 2024
Added 74.38%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
61,587
shares
|
$3.2 Million
1.82% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
61,480
shares
|
$3.19 Million
0.17% of portfolio
|
Q3 2024
Added 117.15%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
61,477
shares
|
$3.19 Million
0.69% of portfolio
|
Q1 2023
Added 21.57%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
61,310
shares
|
$3.18 Million
2.53% of portfolio
|
Q3 2024
Added 65.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
60,504
shares
|
$3.14 Million
0.1% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
60,446
shares
|
$3.14 Million
0.1% of portfolio
|
Q3 2022
Added 18.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
60,203
shares
|
$3.12 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
58,767
shares
|
$3.05 Million
0.38% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
57,739
shares
|
$3 Million
1.84% of portfolio
|
Q3 2024
Added 54.03%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
57,401
shares
|
$2.98 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
57,368
shares
|
$2.98 Million
2.05% of portfolio
|
Q3 2024
Added 37.8%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
56,837
shares
|
$2.95 Million
1.74% of portfolio
|
Q3 2024
Added 16046.88%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
56,785
shares
|
$2.95 Million
0.43% of portfolio
|
Q3 2022
Reduced 84.65%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
56,662
shares
|
$2.94 Million
1.24% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
56,377
shares
|
$2.92 Million
2.03% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
56,057
shares
|
$2.91 Million
3.03% of portfolio
|
Q3 2024
Added 78.96%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
56,009
shares
|
$2.91 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
55,648
shares
|
$2.89 Million
2.38% of portfolio
|
Q3 2024
Added 62.22%
|