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 |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
76,833
shares
|
$4.19 Million
1.13% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
76,251
shares
|
$4.16 Million
0.12% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
75,596
shares
|
$4.12 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
75,527
shares
|
$4.12 Million
0.23% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
75,055
shares
|
$4.09 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
74,532
shares
|
$4.06 Million
3.33% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
74,418
shares
|
$4.06 Million
1.84% of portfolio
|
Q3 2024
Added 84.02%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
73,838
shares
|
$4.02 Million
2.31% of portfolio
|
Q3 2024
Added 56.69%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
72,327
shares
|
$3.94 Million
0.59% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
72,310
shares
|
$3.94 Million
0.28% of portfolio
|
Q4 2023
Reduced 7.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
71,719
shares
|
$3.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
71,681
shares
|
$3.91 Million
2.46% of portfolio
|
Q4 2024
Added 154.47%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
70,768
shares
|
$3.86 Million
2.5% of portfolio
|
Q3 2024
Reduced 49.39%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
69,287
shares
|
$3.78 Million
1.0% of portfolio
|
Q3 2024
Added 113.27%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
68,566
shares
|
$3.74 Million
0.13% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
68,553
shares
|
$3.74 Million
1.43% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
67,671
shares
|
$3.69 Million
2.65% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
67,530
shares
|
$3.68 Million
0.54% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
66,488
shares
|
$3.62 Million
3.32% of portfolio
|
Q4 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
66,098
shares
|
$3.6 Million
2.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
65,961
shares
|
$3.59 Million
0.24% of portfolio
|
Q3 2024
Added 23.47%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
65,898
shares
|
$3.59 Million
0.09% of portfolio
|
Q2 2024
Reduced 41.86%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
65,887
shares
|
$3.59 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
65,255
shares
|
$3.56 Million
1.43% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
65,009
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.63%
|