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 1,092 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,064,307
shares
|
$63.8 Million
0.54% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
950,885
shares
|
$57 Million
0.56% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Johns Hopkins University
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
916,652
shares
|
$54.9 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
916,163
shares
|
$54.9 Million
0.12% of portfolio
|
Q4 2024
Added 25.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
904,183
shares
|
$54.2 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
882,022
shares
|
$52.9 Million
5.74% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
825,382
shares
|
$49.5 Million
0.07% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
820,453
shares
|
$49.2 Million
4.04% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
798,425
shares
|
$47.8 Million
0.14% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
797,508
shares
|
$47.8 Million
3.42% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
779,568
shares
|
$46.7 Million
0.11% of portfolio
|
Q3 2023
Added 24.28%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
771,927
shares
|
$46.3 Million
2.11% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
746,309
shares
|
$44.7 Million
2.56% of portfolio
|
Q4 2023
Reduced 17.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
726,763
shares
|
$43.5 Million
0.07% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
716,246
shares
|
$42.9 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
698,975
shares
|
$41.9 Million
0.42% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
653,550
shares
|
$39.2 Million
3.88% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
635,593
shares
|
$38.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
634,504
shares
|
$38 Million
4.23% of portfolio
|
Q3 2023
Added 5.28%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
599,876
shares
|
$35.9 Million
3.34% of portfolio
|
Q3 2023
Added 33.4%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
593,034
shares
|
$35.5 Million
2.61% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
588,184
shares
|
$35.2 Million
0.11% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
577,379
shares
|
$34.6 Million
3.68% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
568,756
shares
|
$34.1 Million
0.25% of portfolio
|
Q4 2024
Reduced 41.39%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
564,456
shares
|
$33.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.87%
|