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 1,043 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
85,250
shares
|
$4.65 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
84,974
shares
|
$4.63 Million
0.46% of portfolio
|
Q3 2024
Added 126.39%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
83,281
shares
|
$4.54 Million
2.36% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
83,254
shares
|
$4.54 Million
4.24% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
83,174
shares
|
$4.53 Million
0.01% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
82,654
shares
|
$4.5 Million
0.67% of portfolio
|
Q3 2024
Reduced 49.73%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
82,628
shares
|
$4.5 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
82,371
shares
|
$4.49 Million
0.22% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
82,177
shares
|
$4.48 Million
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
80,654
shares
|
$4.4 Million
2.37% of portfolio
|
Q4 2023
Added 5.44%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
80,618
shares
|
$4.39 Million
0.07% of portfolio
|
Q3 2024
Added 502.89%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
80,518
shares
|
$4.39 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
80,342
shares
|
$4.38 Million
3.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
80,073
shares
|
$4.36 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
79,644
shares
|
$4.34 Million
3.27% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
79,600
shares
|
$4.34 Million
0.32% of portfolio
|
Q4 2023
Added 14.16%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
79,397
shares
|
$4.33 Million
3.6% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
79,031
shares
|
$4.31 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
78,793
shares
|
$4.29 Million
0.11% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
78,386
shares
|
$4.27 Million
0.16% of portfolio
|
Q3 2023
Added 299.3%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
78,169
shares
|
$4.26 Million
1.47% of portfolio
|
Q1 2023
Added 3.88%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
77,892
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
77,133
shares
|
$4.2 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
77,038
shares
|
$4.2 Million
1.56% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
77,019
shares
|
$4.2 Million
1.05% of portfolio
|
Q3 2024
Reduced 5.62%
|