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 |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
11,183
shares
|
$613,275
0.29% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,118
shares
|
$609,711
0.02% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,008
shares
|
$603,678
0.0% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
10,976
shares
|
$601,923
0.11% of portfolio
|
Q4 2022
Added 25.13%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
10,976
shares
|
$601,923
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
10,860
shares
|
$595,562
0.25% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
10,804
shares
|
$592,491
0.16% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,804
shares
|
$592,491
0.16% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
10,791
shares
|
$591,778
0.43% of portfolio
|
Q3 2024
Added 134.13%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,562
shares
|
$579,220
0.01% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
10,442
shares
|
$572,639
0.47% of portfolio
|
Q4 2024
Added 31.99%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
10,438
shares
|
$572,419
0.04% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
10,434
shares
|
$572,200
0.52% of portfolio
|
Q3 2024
Added 131.46%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
10,423
shares
|
$571,597
0.24% of portfolio
|
Q4 2024
Reduced 22.28%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
10,326
shares
|
$566,277
0.01% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
10,288
shares
|
$564,193
0.02% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
10,204
shares
|
$559,587
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
10,175
shares
|
$557,997
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
10,153
shares
|
$556,790
0.02% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,108
shares
|
$554,322
0.05% of portfolio
|
Q4 2022
Added 10.3%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
10,056
shares
|
$551,471
0.13% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,012
shares
|
$549,058
0.04% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
10,010
shares
|
$548,948
0.1% of portfolio
|
Q3 2024
Added 118.56%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
9,932
shares
|
$544,670
0.02% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
9,931
shares
|
$544,616
0.01% of portfolio
|
Q3 2024
Added 2.43%
|