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 1,056 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,448
shares
|
$79,437
0.05% of portfolio
|
Q2 2022
Reduced 95.7%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,445
shares
|
$79,272
0.02% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,429
shares
|
$78,394
0.01% of portfolio
|
Q2 2024
Added 65.39%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,350
shares
|
$74,061
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
1,336
shares
|
$73,292
0.02% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,322
shares
|
$72,524
0.04% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,148
shares
|
$62,979
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,127
shares
|
$61,827
0.01% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,111
shares
|
$60,949
0.01% of portfolio
|
Q3 2024
Reduced 59.61%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,089
shares
|
$59,742
0.01% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
1,059
shares
|
$58,096
0.01% of portfolio
|
Q3 2024
Reduced 29.54%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,054
shares
|
$57,822
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,041
shares
|
$57,109
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,033
shares
|
$56,670
0.0% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,011
shares
|
$55,463
0.02% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
990
shares
|
$54,311
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
954
shares
|
$52,336
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
945
shares
|
$51,842
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
934
shares
|
$51,239
0.01% of portfolio
|
Q4 2024
Added 1025.3%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
923
shares
|
$50,635
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
916
shares
|
$50,251
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
907
shares
|
$49,758
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
890
shares
|
$48,825
0.0% of portfolio
|
Q2 2024
Reduced 95.3%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
881
shares
|
$48,331
0.01% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
838
shares
|
$45,972
0.01% of portfolio
|
Q2 2023
Reduced 52.03%
|