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 |
|---|---|---|---|---|---|
|
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
|
$2.04 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%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
36,833
shares
|
$2.02 Million
1.1% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
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%
|
|
|
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%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
36,031
shares
|
$1.98 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
36,007
shares
|
$1.98 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%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
35,720
shares
|
$1.96 Million
0.12% of portfolio
|
Q4 2024
Added 24.3%
|
|
|
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%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
35,671
shares
|
$1.96 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
35,586
shares
|
$1.96 Million
0.11% of portfolio
|
Q4 2024
Added 1398.36%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
35,571
shares
|
$1.95 Million
0.21% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
34,991
shares
|
$1.92 Million
0.43% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
34,762
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
34,714
shares
|
$1.91 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
34,594
shares
|
$1.9 Million
1.44% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
34,515
shares
|
$1.9 Million
0.48% of portfolio
|
Q3 2023
Added 0.49%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
34,078
shares
|
$1.87 Million
1.45% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
33,592
shares
|
$1.85 Million
0.06% of portfolio
|
Q4 2024
Added 49.01%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
33,333
shares
|
$1.83 Million
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
32,838
shares
|
$1.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 45.73%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
32,587
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2024
Added 39.88%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
32,389
shares
|
$1.78 Million
1.31% of portfolio
|
Q4 2024
Added 99.45%
|