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 |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
5,330
shares
|
$323,690
0.05% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
5,320
shares
|
$323,083
0.08% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,285
shares
|
$320,958
0.0% of portfolio
|
Q3 2021
Reduced 4.76%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,278
shares
|
$320,532
0.02% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,262
shares
|
$319,561
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
5,217
shares
|
$316,828
0.07% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
5,199
shares
|
$315,735
0.02% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
5,174
shares
|
$314,217
0.03% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
5,174
shares
|
$314,217
0.1% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
5,147
shares
|
$312,577
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
5,143
shares
|
$312,334
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
5,138
shares
|
$312,030
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
5,128
shares
|
$311,423
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
5,125
shares
|
$311,241
0.1% of portfolio
|
Q4 2024
Reduced 22.02%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
5,064
shares
|
$307,536
0.04% of portfolio
|
Q4 2024
Added 48.9%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
5,011
shares
|
$304,318
0.06% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
4,971
shares
|
$301,888
0.14% of portfolio
|
Q4 2024
Reduced 33.98%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
4,961
shares
|
$301,281
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,959
shares
|
$301,160
0.05% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
4,953
shares
|
$300,795
0.08% of portfolio
|
Q4 2024
Reduced 57.52%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
4,942
shares
|
$300,127
0.01% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,936
shares
|
$299,763
0.01% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
4,924
shares
|
$299,034
0.18% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
4,916
shares
|
$298,548
0.01% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
4,870
shares
|
$295,755
0.27% of portfolio
|
Q4 2024
Added 33.86%
|