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 1,074 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
40,358
shares
|
$2.3 Million
1.98% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
40,206
shares
|
$2.3 Million
0.79% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
40,006
shares
|
$2.28 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
39,654
shares
|
$2.26 Million
0.18% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
39,262
shares
|
$2.24 Million
0.11% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
38,972
shares
|
$2.22 Million
0.24% of portfolio
|
Q4 2024
Added 93.24%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
38,971
shares
|
$2.22 Million
0.88% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
38,962
shares
|
$2.22 Million
0.08% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
38,754
shares
|
$2.21 Million
0.29% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
38,725
shares
|
$2.21 Million
0.22% of portfolio
|
Q4 2024
Added 41.34%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
38,372
shares
|
$2.19 Million
0.19% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
38,172
shares
|
$2.18 Million
1.19% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
37,894
shares
|
$2.16 Million
0.28% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
37,754
shares
|
$2.16 Million
0.06% of portfolio
|
Q4 2024
Added 23.06%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
37,058
shares
|
$2.12 Million
0.19% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
36,965
shares
|
$2.11 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
36,859
shares
|
$2.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
36,833
shares
|
$2.1 Million
1.1% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
36,248
shares
|
$2.07 Million
0.04% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
36,079
shares
|
$2.06 Million
1.17% of portfolio
|
Q4 2024
Added 51.24%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
36,031
shares
|
$2.06 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
35,930
shares
|
$2.05 Million
3.4% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
35,720
shares
|
$2.04 Million
0.12% of portfolio
|
Q4 2024
Added 24.3%
|
|
|
Vpr Management LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
35,700
shares
|
$2.04 Million
0.98% of portfolio
|
Q3 2022
Added 38.91%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
35,671
shares
|
$2.04 Million
1.84% of portfolio
|
Q4 2024
New holding
|