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 |
|---|---|---|---|---|---|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
30,464
shares
|
$1.74 Million
0.6% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
30,195
shares
|
$1.72 Million
0.13% of portfolio
|
Q4 2024
Added 26.97%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
30,187
shares
|
$1.72 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
30,051
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
29,785
shares
|
$1.7 Million
0.52% of portfolio
|
Q3 2023
Added 7.2%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
29,507
shares
|
$1.68 Million
0.83% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
29,382
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
28,906
shares
|
$1.65 Million
1.13% of portfolio
|
Q4 2024
Reduced 25.6%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
28,706
shares
|
$1.64 Million
0.65% of portfolio
|
Q4 2024
Added 15.53%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
28,542
shares
|
$1.63 Million
0.61% of portfolio
|
Q3 2023
Reduced 48.02%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
28,425
shares
|
$1.62 Million
0.94% of portfolio
|
Q2 2023
Reduced 48.42%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
28,265
shares
|
$1.61 Million
0.59% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
27,906
shares
|
$1.59 Million
0.11% of portfolio
|
Q4 2024
Added 28.04%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
27,445
shares
|
$1.57 Million
0.56% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
27,164
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
26,519
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2024
Added 180.71%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
26,390
shares
|
$1.51 Million
0.17% of portfolio
|
Q4 2024
Added 29.36%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
26,374
shares
|
$1.51 Million
0.17% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
26,275
shares
|
$1.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
26,232
shares
|
$1.5 Million
0.45% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
26,178
shares
|
$1.49 Million
0.58% of portfolio
|
Q4 2024
Added 27.04%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
26,163
shares
|
$1.49 Million
0.11% of portfolio
|
Q4 2024
Reduced 18.21%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
25,911
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
25,853
shares
|
$1.48 Million
0.84% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
25,770
shares
|
$1.47 Million
0.46% of portfolio
|
Q4 2024
New holding
|