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 |
|---|---|---|---|---|---|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
64,608
shares
|
$3.52 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
64,305
shares
|
$3.5 Million
0.78% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
63,956
shares
|
$3.49 Million
0.92% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
63,712
shares
|
$3.47 Million
2.78% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
63,706
shares
|
$3.47 Million
1.69% of portfolio
|
Q3 2024
Added 176.87%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
63,175
shares
|
$3.44 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
62,927
shares
|
$3.43 Million
1.42% of portfolio
|
Q3 2024
Added 172.55%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
62,379
shares
|
$3.4 Million
0.18% of portfolio
|
Q3 2024
Added 120.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
62,334
shares
|
$3.4 Million
0.11% of portfolio
|
Q3 2024
Added 74.38%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
61,989
shares
|
$3.38 Million
0.18% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
61,587
shares
|
$3.36 Million
1.82% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
61,480
shares
|
$3.35 Million
0.17% of portfolio
|
Q3 2024
Added 117.15%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
61,477
shares
|
$3.35 Million
0.69% of portfolio
|
Q1 2023
Added 21.57%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
60,822
shares
|
$3.31 Million
0.89% of portfolio
|
Q4 2024
Added 629.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
60,504
shares
|
$3.3 Million
0.1% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
60,446
shares
|
$3.29 Million
0.1% of portfolio
|
Q3 2022
Added 18.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
60,203
shares
|
$3.28 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
60,167
shares
|
$3.28 Million
0.35% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
59,938
shares
|
$3.27 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
58,808
shares
|
$3.21 Million
0.8% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
57,655
shares
|
$3.14 Million
0.68% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
57,020
shares
|
$3.11 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
56,837
shares
|
$3.1 Million
1.74% of portfolio
|
Q3 2024
Added 16046.88%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
56,785
shares
|
$3.09 Million
0.43% of portfolio
|
Q3 2022
Reduced 84.65%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
56,662
shares
|
$3.09 Million
1.24% of portfolio
|
Q3 2024
Added 5.07%
|