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 |
|---|---|---|---|---|---|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
14,964
shares
|
$820,625
0.39% of portfolio
|
Q4 2024
Added 56.56%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
14,942
shares
|
$819,419
0.02% of portfolio
|
Q3 2024
Reduced 92.93%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
14,928
shares
|
$818,651
0.68% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
14,869
shares
|
$815,415
0.11% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
14,792
shares
|
$811,193
0.4% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
14,781
shares
|
$810,590
0.77% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
14,650
shares
|
$803,406
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
14,571
shares
|
$799,073
0.01% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
14,520
shares
|
$796,276
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
14,512
shares
|
$795,838
0.04% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
14,424
shares
|
$791,012
0.32% of portfolio
|
Q3 2024
Reduced 81.65%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
14,421
shares
|
$790,847
0.02% of portfolio
|
Q4 2024
Reduced 16.48%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
14,395
shares
|
$789,421
0.16% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
14,346
shares
|
$786,734
0.8% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,284
shares
|
$783,334
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
14,229
shares
|
$780,318
0.48% of portfolio
|
Q3 2024
Added 140.64%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
14,086
shares
|
$772,476
0.15% of portfolio
|
Q2 2023
Added 36.89%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
14,080
shares
|
$772,147
0.01% of portfolio
|
Q3 2024
Added 40.7%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
13,992
shares
|
$767,321
0.62% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
13,964
shares
|
$765,785
0.99% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
13,738
shares
|
$753,391
0.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13,621
shares
|
$746,975
3.02% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
13,504
shares
|
$740,559
0.11% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
13,358
shares
|
$732,552
0.01% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,272
shares
|
$727,836
0.67% of portfolio
|
Q3 2024
Reduced 0.57%
|