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 |
|---|---|---|---|---|---|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,432
shares
|
$297,890
0.26% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
5,417
shares
|
$297,068
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,415
shares
|
$296,958
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
5,414
shares
|
$296,903
0.05% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
5,404
shares
|
$296,355
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
5,391
shares
|
$295,642
0.06% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
5,387
shares
|
$295,423
0.06% of portfolio
|
Q4 2022
Reduced 1.01%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
5,355
shares
|
$293,668
0.18% of portfolio
|
Q3 2024
Reduced 22.99%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
5,352
shares
|
$293,503
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
5,338
shares
|
$292,735
0.1% of portfolio
|
Q4 2024
Added 43.42%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
5,330
shares
|
$292,297
0.05% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,285
shares
|
$289,829
0.0% of portfolio
|
Q3 2021
Reduced 4.76%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,279
shares
|
$289,500
0.08% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,278
shares
|
$289,445
0.02% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,262
shares
|
$288,568
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,203
shares
|
$285,332
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,199
shares
|
$285,113
0.03% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
5,187
shares
|
$284,455
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
5,147
shares
|
$282,261
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
5,138
shares
|
$281,767
0.02% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
5,128
shares
|
$281,219
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
5,125
shares
|
$281,055
0.1% of portfolio
|
Q4 2024
Reduced 22.02%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
5,030
shares
|
$275,845
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
5,011
shares
|
$274,803
0.06% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
4,971
shares
|
$272,609
0.14% of portfolio
|
Q4 2024
Reduced 33.98%
|