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 1,092 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
134,056
shares
|
$8.14 Million
0.82% of portfolio
|
Q3 2022
Added 4.79%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
133,526
shares
|
$8.11 Million
2.01% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
132,288
shares
|
$8.03 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
131,734
shares
|
$8 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
129,652
shares
|
$7.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
129,299
shares
|
$7.85 Million
3.2% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
127,666
shares
|
$7.75 Million
0.31% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
127,190
shares
|
$7.72 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
125,293
shares
|
$7.61 Million
0.3% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
125,022
shares
|
$7.59 Million
0.6% of portfolio
|
Q4 2024
Reduced 86.32%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
123,589
shares
|
$7.51 Million
1.12% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
123,061
shares
|
$7.47 Million
0.04% of portfolio
|
Q4 2024
Added 27.45%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
122,533
shares
|
$7.44 Million
4.39% of portfolio
|
Q4 2024
New holding
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
121,040
shares
|
$7.35 Million
0.36% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
120,332
shares
|
$7.31 Million
2.34% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
119,754
shares
|
$7.27 Million
5.23% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
119,097
shares
|
$7.23 Million
0.59% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
118,627
shares
|
$7.2 Million
3.69% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
118,010
shares
|
$7.17 Million
0.18% of portfolio
|
Q4 2024
Added 19.0%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
117,288
shares
|
$7.12 Million
2.23% of portfolio
|
Q4 2023
Reduced 3.93%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
115,866
shares
|
$7.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 78.71%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
115,477
shares
|
$7.01 Million
0.3% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
115,303
shares
|
$7 Million
6.91% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
114,862
shares
|
$6.98 Million
0.5% of portfolio
|
Q4 2024
Added 32.71%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
114,829
shares
|
$6.97 Million
0.24% of portfolio
|
Q4 2024
Added 13.67%
|