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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,089
shares
|
$66,134
0.01% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,041
shares
|
$63,219
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,033
shares
|
$62,734
0.0% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,011
shares
|
$61,398
0.02% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
990
shares
|
$60,122
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
954
shares
|
$57,936
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
945
shares
|
$57,389
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
934
shares
|
$56,721
0.01% of portfolio
|
Q4 2024
Added 1025.3%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
923
shares
|
$56,053
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
916
shares
|
$55,628
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
907
shares
|
$55,082
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
881
shares
|
$53,503
0.01% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
838
shares
|
$50,891
0.01% of portfolio
|
Q2 2023
Reduced 52.03%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
802
shares
|
$48,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
773
shares
|
$46,944
0.02% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
753
shares
|
$45,729
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
719
shares
|
$43,664
0.0% of portfolio
|
Q2 2024
Reduced 65.78%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
666
shares
|
$40,446
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
653
shares
|
$39,656
0.0% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
649
shares
|
$39,413
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
630
shares
|
$38,259
0.02% of portfolio
|
Q1 2022
Reduced 37.62%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
621
shares
|
$37,713
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
548
shares
|
$33,280
0.01% of portfolio
|
Q4 2023
Reduced 9.42%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
525
shares
|
$31,883
0.02% of portfolio
|
Q2 2023
Reduced 65.57%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
499
shares
|
$30,304
0.01% of portfolio
|
Q3 2024
Reduced 22.87%
|