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 |
|---|---|---|---|---|---|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
55,430
shares
|
$2.88 Million
1.02% of portfolio
|
Q3 2024
Added 27.11%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
55,391
shares
|
$2.87 Million
0.24% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
54,663
shares
|
$2.84 Million
1.21% of portfolio
|
Q3 2024
Added 150.68%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
53,793
shares
|
$2.79 Million
0.71% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
53,661
shares
|
$2.78 Million
0.85% of portfolio
|
Q3 2024
Added 186.9%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
53,414
shares
|
$2.77 Million
1.11% of portfolio
|
Q3 2024
Added 14.37%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
52,840
shares
|
$2.74 Million
0.09% of portfolio
|
Q3 2024
Added 73.91%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
52,722
shares
|
$2.74 Million
2.47% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
52,135
shares
|
$2.7 Million
0.06% of portfolio
|
Q3 2024
Added 1273.06%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
52,072
shares
|
$2.7 Million
1.55% of portfolio
|
Q3 2024
Added 92.01%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
51,741
shares
|
$2.68 Million
0.19% of portfolio
|
Q3 2024
Added 46.41%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
51,487
shares
|
$2.67 Million
0.15% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
51,444
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
50,573
shares
|
$2.62 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
50,029
shares
|
$2.6 Million
0.64% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
49,149
shares
|
$2.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
48,768
shares
|
$2.53 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.55%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
48,261
shares
|
$2.5 Million
1.0% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Geisinger Health
Danville, PA |
Aug 14, 2024 Q2 2024 |
47,800
shares
|
$2.48 Million
0.74% of portfolio
|
Q2 2024
Reduced 70.13%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
47,683
shares
|
$2.47 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
47,372
shares
|
$2.46 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
47,146
shares
|
$2.45 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
46,356
shares
|
$2.4 Million
1.3% of portfolio
|
Q4 2023
Reduced 14.51%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
46,167
shares
|
$2.4 Million
0.04% of portfolio
|
Q4 2022
Added 27.34%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
46,133
shares
|
$2.39 Million
0.21% of portfolio
|
Q2 2024
Added 5.54%
|