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 1,099 institutions that hold shares in the stock, with a total of 320 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
58,027,852
shares
|
$3.4 Billion
1.01% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
17,195,268
shares
|
$1.01 Billion
0.38% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
14,326,441
shares
|
$839 Million
0.06% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
12,803,041
shares
|
$750 Million
0.89% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,598,311
shares
|
$738 Million
0.63% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,829,375
shares
|
$576 Million
0.04% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
9,448,653
shares
|
$553 Million
0.04% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
7,215,183
shares
|
$422 Million
1.79% of portfolio
|
Q1 2025
Reduced 30.81%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,037,621
shares
|
$354 Million
1.31% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
5,781,455
shares
|
$339 Million
0.11% of portfolio
|
Q4 2024
Added 122.26%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
5,028,548
shares
|
$294 Million
3.64% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
4,588,000
shares
|
$269 Million
5.6% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,089,817
shares
|
$239 Million
0.06% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,788,292
shares
|
$222 Million
4.08% of portfolio
|
Q3 2022
Reduced 22.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,753,964
shares
|
$220 Million
0.68% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,421,419
shares
|
$200 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,104,193
shares
|
$182 Million
0.0% of portfolio
|
Q2 2024
Reduced 34.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
3,005,384
shares
|
$176 Million
0.34% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,907,606
shares
|
$170 Million
0.03% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,629,487
shares
|
$154 Million
0.03% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
2,578,657
shares
|
$151 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
2,545,795
shares
|
$149 Million
0.27% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,454,382
shares
|
$144 Million
3.01% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
2,441,832
shares
|
$143 Million
0.41% of portfolio
|
Q1 2025
Reduced 22.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,401,537
shares
|
$141 Million
1.52% of portfolio
|
Q4 2024
Reduced 7.08%
|