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 |
|---|---|---|---|---|---|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
4,213
shares
|
$255,855
0.1% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
4,211
shares
|
$255,734
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,208
shares
|
$255,551
0.02% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
4,203
shares
|
$255,248
0.02% of portfolio
|
Q4 2024
Added 10151.22%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
4,200
shares
|
$255,066
0.0% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
4,153
shares
|
$252,211
0.04% of portfolio
|
Q4 2024
Added 18.59%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
4,151
shares
|
$252,090
0.17% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
4,135
shares
|
$251,118
0.14% of portfolio
|
Q2 2024
Reduced 12.04%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
4,114
shares
|
$249,843
0.05% of portfolio
|
Q2 2024
Added 1000.0%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
4,113
shares
|
$249,782
0.02% of portfolio
|
Q4 2024
Reduced 49.1%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,046
shares
|
$245,713
0.12% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
4,034
shares
|
$244,984
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
4,018
shares
|
$244,013
0.0% of portfolio
|
Q4 2024
Reduced 31.54%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
4,013
shares
|
$243,709
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
4,005
shares
|
$243,223
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
3,931
shares
|
$238,729
0.02% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
3,917
shares
|
$237,879
0.04% of portfolio
|
Q4 2024
Added 150.61%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
3,905
shares
|
$237,150
0.04% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
3,870
shares
|
$235,025
0.06% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Feb 11, 2025 Q4 2024 |
3,841
shares
|
$233,263
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,811
shares
|
$231,442
0.02% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,786
shares
|
$229,923
0.02% of portfolio
|
Q3 2023
Reduced 16.0%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,722
shares
|
$226,037
0.01% of portfolio
|
Q1 2024
Reduced 28.66%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
3,697
shares
|
$224,518
0.09% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
3,573
shares
|
$216,988
0.0% of portfolio
|
Q4 2024
Added 1.45%
|