We are live on ! Find out more
EFV icon

iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SVA Wealth Management
Wisconsin
$711K -$57.6K -1,332 -8%
BOS
102
Bingham Osborn & Scarborough
California
$697K +$62.8K +1,452 +10%
TA
103
Tiedemann Advisors
New York
$681K -$2.07M -48,012 -76%
ECM
104
ETrade Capital Management
Virginia
$665K -$7.3K -169 -1%
NCM
105
Narwhal Capital Management
Georgia
$648K – – –
CHC
106
City Holding Co
West Virginia
$647K – – –
BAAM
107
Baker Avenue Asset Management
California
$584K +$562K +13,010 New
CIC
108
Cutler Investment Counsel
Oregon
$572K +$551K +12,741 New
CI
109
Conning Inc
Connecticut
$571K – – –
DY
110
Dowling & Yahnke
California
$571K +$107K +2,475 +24%
Citigroup
111
Citigroup
New York
$566K +$138K +3,184 +34%
CL
112
CPWM LLC
Washington
$524K – – –
SC
113
SouthState Corp
Florida
$488K +$44.1K +1,021 +10%
GWM
114
Geneos Wealth Management
Colorado
$486K +$475K +11,001 New
IAA
115
Ironsides Asset Advisors
North Carolina
$482K +$236K +5,457 +103%
BO
116
BRR OpCo
Ohio
$460K -$6.14K -142 -1%
FA
117
FDx Advisors
Illinois
$452K +$22.8K +528 +6%
HF
118
Hoxton Financial
West Virginia
$448K -$143K -3,305 -25%
CAN
119
Cetera Advisor Networks
California
$437K +$91.1K +2,109 +27%
WI
120
WrapManager Inc
California
$431K +$7.48K +173 +2%
AAM
121
Autus Asset Management
Arizona
$424K +$30.9K +716 +8%
AI
122
Atria Investments
North Carolina
$411K +$396K +9,152 New
MFT
123
Moisand Fitzgerald Tamayo
Florida
$401K -$31.5K -729 -8%
JAM
124
Jolley Asset Management
North Carolina
$397K +$113K +2,625 +42%
YP
125
Yellowstone Partners
Idaho
$377K -$314K -7,277 -46%