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 1,051 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 $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
17,525
shares
|
$961,071
0.02% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
17,450
shares
|
$956,958
0.02% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
17,376
shares
|
$952,899
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
17,366
shares
|
$952,351
0.74% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
17,273
shares
|
$947,251
0.35% of portfolio
|
Q1 2024
Reduced 10.46%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,129
shares
|
$939,354
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
17,129
shares
|
$939,354
0.3% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
16,815
shares
|
$922,134
0.53% of portfolio
|
Q1 2024
Reduced 41.7%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
16,646
shares
|
$912,866
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
16,603
shares
|
$910,508
0.08% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
16,418
shares
|
$900,363
0.05% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
16,311
shares
|
$894,495
0.19% of portfolio
|
Q3 2024
Added 87.66%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
16,296
shares
|
$893,672
0.75% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
16,170
shares
|
$886,762
1.24% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,092
shares
|
$882,485
0.0% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
16,091
shares
|
$882,430
0.06% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
16,040
shares
|
$879,633
0.37% of portfolio
|
Q4 2024
Reduced 35.65%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
15,997
shares
|
$877,275
0.13% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,879
shares
|
$870,804
0.03% of portfolio
|
Q4 2024
Added 44.84%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
15,336
shares
|
$841,026
0.12% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
15,293
shares
|
$838,668
0.79% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
15,250
shares
|
$836,310
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
15,155
shares
|
$831,100
0.42% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,088
shares
|
$827,425
0.19% of portfolio
|
Q3 2020
Added 15.77%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
14,972
shares
|
$821,064
0.24% of portfolio
|
Q3 2024
Added 152.95%
|