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 1,042 institutions that hold shares in the stock, with a total of 299 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 |
|---|---|---|---|---|---|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
41,253
shares
|
$2.26 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
40,748
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
40,429
shares
|
$2.22 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
40,061
shares
|
$2.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
40,046
shares
|
$2.2 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
39,748
shares
|
$2.18 Million
1.99% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
39,654
shares
|
$2.17 Million
0.18% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
39,058
shares
|
$2.14 Million
0.05% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
38,971
shares
|
$2.14 Million
0.88% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
38,965
shares
|
$2.14 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
38,725
shares
|
$2.12 Million
0.22% of portfolio
|
Q4 2024
Added 41.34%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
38,672
shares
|
$2.12 Million
0.8% of portfolio
|
Q3 2024
Added 168.84%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
38,372
shares
|
$2.1 Million
0.19% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
38,172
shares
|
$2.09 Million
1.19% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
38,022
shares
|
$2.09 Million
0.08% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
37,894
shares
|
$2.08 Million
0.28% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
37,674
shares
|
$2.07 Million
1.42% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
37,058
shares
|
$2.03 Million
0.19% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
36,927
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2024
Added 63.36%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
36,808
shares
|
$2.02 Million
0.92% of portfolio
|
Q3 2024
Added 151.9%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
36,342
shares
|
$1.99 Million
0.28% of portfolio
|
Q3 2024
Added 134.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
36,248
shares
|
$1.99 Million
0.04% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
36,007
shares
|
$1.97 Million
0.72% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
35,930
shares
|
$1.97 Million
3.4% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Vpr Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
35,700
shares
|
$1.96 Million
0.72% of portfolio
|
Q3 2022
Added 38.91%
|