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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
99,903
shares
|
$6.07 Million
2.25% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
98,491
shares
|
$5.98 Million
3.34% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
98,065
shares
|
$5.96 Million
0.25% of portfolio
|
Q4 2024
Reduced 71.05%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
97,133
shares
|
$5.9 Million
0.29% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
96,885
shares
|
$5.88 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
94,827
shares
|
$5.76 Million
2.52% of portfolio
|
Q4 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
94,821
shares
|
$5.76 Million
1.27% of portfolio
|
Q4 2024
Added 22316.31%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
94,269
shares
|
$5.72 Million
2.57% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
91,705
shares
|
$5.57 Million
2.63% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
90,618
shares
|
$5.5 Million
0.12% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
89,531
shares
|
$5.44 Million
0.44% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
88,786
shares
|
$5.39 Million
0.22% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
88,567
shares
|
$5.38 Million
2.62% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
88,489
shares
|
$5.37 Million
4.04% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
87,153
shares
|
$5.29 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
85,148
shares
|
$5.17 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
84,841
shares
|
$5.15 Million
0.49% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
84,596
shares
|
$5.14 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
83,587
shares
|
$5.08 Million
3.29% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
83,350
shares
|
$5.06 Million
0.16% of portfolio
|
Q4 2024
Added 190.75%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
83,254
shares
|
$5.06 Million
4.24% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
83,030
shares
|
$5.04 Million
1.68% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
82,858
shares
|
$5.03 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
82,371
shares
|
$5 Million
0.22% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
82,365
shares
|
$5 Million
0.93% of portfolio
|
Q4 2024
Reduced 7.95%
|