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 1,056 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
105,048
shares
|
$5.76 Million
2.08% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
102,294
shares
|
$5.61 Million
4.1% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
101,938
shares
|
$5.59 Million
4.78% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
101,121
shares
|
$5.55 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
101,031
shares
|
$5.54 Million
4.69% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
101,018
shares
|
$5.54 Million
0.24% of portfolio
|
Q3 2024
Added 283.2%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
97,985
shares
|
$5.38 Million
1.1% of portfolio
|
Q3 2024
Added 140.92%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
96,885
shares
|
$5.32 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
94,827
shares
|
$5.2 Million
2.52% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
94,269
shares
|
$5.17 Million
2.57% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
93,441
shares
|
$5.13 Million
2.87% of portfolio
|
Q3 2024
Added 73.09%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
93,132
shares
|
$5.11 Million
2.24% of portfolio
|
Q3 2024
Added 103.62%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
92,896
shares
|
$5.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 54.51%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
92,292
shares
|
$5.06 Million
0.29% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
92,237
shares
|
$5.06 Million
0.93% of portfolio
|
Q3 2024
Reduced 34.56%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
91,705
shares
|
$5.03 Million
2.63% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
91,302
shares
|
$5.01 Million
0.14% of portfolio
|
Q3 2024
Added 133.72%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
89,478
shares
|
$4.91 Million
1.22% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
88,948
shares
|
$4.88 Million
0.1% of portfolio
|
Q2 2024
Reduced 25.96%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
88,395
shares
|
$4.85 Million
3.38% of portfolio
|
Q3 2024
Added 68.48%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
88,285
shares
|
$4.84 Million
2.8% of portfolio
|
Q2 2024
Reduced 14.03%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
88,021
shares
|
$4.83 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
87,118
shares
|
$4.78 Million
4.49% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
87,065
shares
|
$4.78 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
86,039
shares
|
$4.72 Million
2.01% of portfolio
|
Q3 2024
Added 287.7%
|