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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,812
shares
|
$292,232
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
4,808
shares
|
$291,989
0.09% of portfolio
|
Q4 2024
Added 60.27%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
4,795
shares
|
$291,200
0.05% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,745
shares
|
$288,163
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
4,713
shares
|
$286,220
0.0% of portfolio
|
Q4 2024
Reduced 16.03%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
4,696
shares
|
$285,188
0.06% of portfolio
|
Q2 2024
Reduced 45.53%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
4,690
shares
|
$284,823
0.01% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,676
shares
|
$283,973
0.02% of portfolio
|
Q4 2024
Reduced 93.83%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
4,675
shares
|
$283,912
0.04% of portfolio
|
Q3 2024
Reduced 22.83%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
4,662
shares
|
$283,123
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
4,655
shares
|
$282,698
0.0% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
4,643
shares
|
$281,969
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
4,574
shares
|
$277,779
0.02% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
4,572
shares
|
$277,657
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
4,525
shares
|
$274,803
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
4,493
shares
|
$272,859
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
4,486
shares
|
$272,434
0.12% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
4,479
shares
|
$272,009
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
4,456
shares
|
$270,612
0.04% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
4,440
shares
|
$269,641
0.1% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
4,439
shares
|
$269,580
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
4,419
shares
|
$268,365
0.02% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
4,313
shares
|
$261,928
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,312
shares
|
$261,867
0.17% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
4,294
shares
|
$260,774
0.08% of portfolio
|
Q4 2024
Added 2.14%
|