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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
114,791
shares
|
$6.97 Million
0.19% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
114,222
shares
|
$6.94 Million
0.94% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
113,666
shares
|
$6.9 Million
0.38% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
113,653
shares
|
$6.9 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
111,406
shares
|
$6.77 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
111,234
shares
|
$6.76 Million
1.01% of portfolio
|
Q4 2024
Added 20.6%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
109,669
shares
|
$6.66 Million
3.72% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
109,311
shares
|
$6.64 Million
5.86% of portfolio
|
Q4 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
108,530
shares
|
$6.59 Million
2.22% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
108,473
shares
|
$6.59 Million
1.06% of portfolio
|
Q4 2024
Added 20.3%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
108,459
shares
|
$6.59 Million
0.4% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
107,721
shares
|
$6.54 Million
3.05% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
107,028
shares
|
$6.5 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
106,177
shares
|
$6.45 Million
0.57% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
106,145
shares
|
$6.45 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
105,696
shares
|
$6.42 Million
0.58% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
105,587
shares
|
$6.41 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
105,051
shares
|
$6.38 Million
3.24% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
105,048
shares
|
$6.38 Million
2.08% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
104,246
shares
|
$6.33 Million
0.03% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
103,996
shares
|
$6.32 Million
0.18% of portfolio
|
Q4 2024
Added 1334.03%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
103,215
shares
|
$6.27 Million
0.69% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
101,938
shares
|
$6.19 Million
4.78% of portfolio
|
Q4 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
101,707
shares
|
$6.18 Million
2.81% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
101,031
shares
|
$6.14 Million
4.69% of portfolio
|
Q4 2024
Added 1.47%
|