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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
62,977
shares
|
$3.82 Million
0.71% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
62,927
shares
|
$3.82 Million
1.42% of portfolio
|
Q3 2024
Added 172.55%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
62,704
shares
|
$3.81 Million
1.28% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
62,539
shares
|
$3.8 Million
0.01% of portfolio
|
Q4 2024
Added 39.89%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
61,989
shares
|
$3.76 Million
0.18% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
61,789
shares
|
$3.75 Million
1.64% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
61,477
shares
|
$3.73 Million
0.69% of portfolio
|
Q1 2023
Added 21.57%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
61,120
shares
|
$3.71 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
60,997
shares
|
$3.7 Million
0.18% of portfolio
|
Q4 2024
Added 17.89%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
60,822
shares
|
$3.69 Million
0.89% of portfolio
|
Q4 2024
Added 629.02%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
60,446
shares
|
$3.67 Million
0.1% of portfolio
|
Q3 2022
Added 18.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
60,203
shares
|
$3.66 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
60,167
shares
|
$3.65 Million
0.35% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
59,938
shares
|
$3.64 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
58,808
shares
|
$3.57 Million
0.8% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
57,928
shares
|
$3.52 Million
0.07% of portfolio
|
Q4 2024
Reduced 36.55%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
57,655
shares
|
$3.5 Million
0.68% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
57,626
shares
|
$3.5 Million
0.33% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
57,568
shares
|
$3.5 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
57,020
shares
|
$3.46 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
56,984
shares
|
$3.46 Million
0.03% of portfolio
|
Q4 2024
Reduced 20.55%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
56,945
shares
|
$3.46 Million
0.93% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
56,785
shares
|
$3.45 Million
0.43% of portfolio
|
Q3 2022
Reduced 84.65%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
56,318
shares
|
$3.42 Million
1.85% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
56,063
shares
|
$3.4 Million
0.61% of portfolio
|
Q4 2024
Added 90.45%
|