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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
46,594
shares
|
$2.83 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
46,356
shares
|
$2.82 Million
1.3% of portfolio
|
Q4 2023
Reduced 14.51%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
46,167
shares
|
$2.8 Million
0.04% of portfolio
|
Q4 2022
Added 27.34%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
46,120
shares
|
$2.8 Million
0.68% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
45,438
shares
|
$2.76 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
45,163
shares
|
$2.74 Million
0.14% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
45,084
shares
|
$2.74 Million
0.23% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
45,073
shares
|
$2.74 Million
0.03% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
44,934
shares
|
$2.73 Million
0.96% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
44,247
shares
|
$2.69 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
44,092
shares
|
$2.68 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
44,029
shares
|
$2.67 Million
0.51% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
43,748
shares
|
$2.66 Million
0.01% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
43,727
shares
|
$2.66 Million
0.11% of portfolio
|
Q3 2022
Added 184.0%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
43,158
shares
|
$2.62 Million
1.42% of portfolio
|
Q4 2024
Added 14.56%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
42,932
shares
|
$2.61 Million
1.0% of portfolio
|
Q4 2024
Added 16.64%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
42,690
shares
|
$2.59 Million
1.2% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
42,597
shares
|
$2.59 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
42,482
shares
|
$2.58 Million
0.12% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,456
shares
|
$2.58 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
42,364
shares
|
$2.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
41,951
shares
|
$2.55 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
41,914
shares
|
$2.55 Million
0.2% of portfolio
|
Q3 2022
Added 12.54%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
41,899
shares
|
$2.54 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
41,857
shares
|
$2.54 Million
0.9% of portfolio
|
Q4 2024
Added 17.81%
|