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 1,096 institutions that hold shares in the stock, with a total of 325 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,144,814
shares
|
$128 Million
0.7% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,136,435
shares
|
$127 Million
0.75% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,004,885
shares
|
$119 Million
1.29% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,797,839
shares
|
$107 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
1,762,818
shares
|
$105 Million
5.24% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,759,650
shares
|
$105 Million
0.13% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,653,265
shares
|
$98.3 Million
2.38% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,554,907
shares
|
$92.5 Million
1.67% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,550,892
shares
|
$92.2 Million
1.72% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,484,524
shares
|
$88.3 Million
0.02% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,482,064
shares
|
$88.1 Million
0.16% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,465,718
shares
|
$87.2 Million
0.66% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
1,425,876
shares
|
$84.8 Million
2.35% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
1,375,028
shares
|
$81.8 Million
0.13% of portfolio
|
Q4 2024
Added 87.25%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
1,312,367
shares
|
$78 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
1,312,180
shares
|
$78 Million
0.21% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,291,573
shares
|
$76.8 Million
0.07% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,241,747
shares
|
$73.8 Million
0.29% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,212,458
shares
|
$72.1 Million
0.05% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
1,201,244
shares
|
$71.4 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
1,185,995
shares
|
$70.5 Million
2.26% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,168,296
shares
|
$69.5 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.03%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,112,339
shares
|
$66.2 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,088,105
shares
|
$64.7 Million
0.04% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,086,522
shares
|
$64.6 Million
0.34% of portfolio
|
Q2 2023
Reduced 45.69%
|