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 1,055 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
7,000
shares
|
$391,580
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
6,960
shares
|
$389,342
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
6,938
shares
|
$388,111
0.05% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
6,923
shares
|
$387,272
0.12% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
6,882
shares
|
$384,979
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
6,868
shares
|
$384,195
0.15% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
6,861
shares
|
$383,804
0.07% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
6,850
shares
|
$383,189
0.31% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,794
shares
|
$380,056
0.09% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,794
shares
|
$380,056
0.04% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
6,778
shares
|
$379,161
0.03% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
6,774
shares
|
$378,937
0.1% of portfolio
|
Q3 2024
Reduced 92.11%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
6,754
shares
|
$377,818
0.01% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
6,708
shares
|
$375,245
0.25% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
6,693
shares
|
$374,406
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
6,692
shares
|
$374,350
0.07% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
6,649
shares
|
$371,945
0.04% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
6,509
shares
|
$364,113
0.05% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
6,467
shares
|
$361,763
0.0% of portfolio
|
Q3 2024
Added 12.78%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
6,431
shares
|
$359,750
0.08% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,428
shares
|
$359,582
0.24% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,395
shares
|
$357,736
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,393
shares
|
$357,624
0.04% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
6,388
shares
|
$357,344
0.04% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,383
shares
|
$357,065
0.01% of portfolio
|
Q4 2024
Added 21.63%
|