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 1,098 institutions that hold shares in the stock, with a total of 325 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
378,488
shares
|
$22.5 Million
3.66% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
376,523
shares
|
$22.4 Million
5.94% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
373,553
shares
|
$22.2 Million
0.36% of portfolio
|
Q4 2024
Added 38.96%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
368,171
shares
|
$21.9 Million
0.8% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
363,219
shares
|
$21.6 Million
1.24% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
362,784
shares
|
$21.6 Million
3.03% of portfolio
|
Q4 2024
Reduced 23.69%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
343,865
shares
|
$20.4 Million
4.14% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
341,444
shares
|
$20.3 Million
4.62% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
337,715
shares
|
$20.1 Million
2.15% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
336,401
shares
|
$20 Million
1.58% of portfolio
|
Q4 2024
Reduced 47.71%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
328,617
shares
|
$19.5 Million
0.29% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
323,605
shares
|
$19.2 Million
5.43% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
322,905
shares
|
$19.2 Million
13.75% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
320,688
shares
|
$19.1 Million
3.25% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
319,685
shares
|
$19 Million
4.39% of portfolio
|
Q4 2024
Added 38.18%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
319,004
shares
|
$19 Million
4.54% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
316,741
shares
|
$18.8 Million
2.42% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
316,344
shares
|
$18.8 Million
3.14% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
314,684
shares
|
$18.7 Million
0.6% of portfolio
|
Q4 2024
Reduced 44.4%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
314,605
shares
|
$18.7 Million
1.94% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
313,240
shares
|
$18.6 Million
2.87% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
312,917
shares
|
$18.6 Million
0.03% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
312,128
shares
|
$18.6 Million
0.21% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
306,221
shares
|
$18.2 Million
4.26% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
299,676
shares
|
$17.8 Million
0.14% of portfolio
|
Q4 2024
Added 3.49%
|