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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
378
shares
|
$20,737
0.0% of portfolio
|
Q3 2024
Reduced 75.02%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
376
shares
|
$20,627
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
376
shares
|
$20,627
0.0% of portfolio
|
Q2 2024
Reduced 34.15%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
371
shares
|
$20,353
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
363
shares
|
$19,914
0.01% of portfolio
|
Q1 2024
Added 85.2%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
346
shares
|
$18,981
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
330
shares
|
$18,103
0.0% of portfolio
|
Q2 2024
Added 102.45%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
330
shares
|
$18,103
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
329
shares
|
$18,048
0.0% of portfolio
|
Q3 2024
Reduced 61.43%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
327
shares
|
$17,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
326
shares
|
$17,884
0.02% of portfolio
|
Q2 2024
Added 72.49%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
322
shares
|
$17,664
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
306
shares
|
$16,787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
302
shares
|
$16,567
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
301
shares
|
$16,512
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
300
shares
|
$16,458
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
296
shares
|
$16,238
0.0% of portfolio
|
Q4 2024
Added 27.04%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
293
shares
|
$16,073
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
280
shares
|
$15,360
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
277
shares
|
$15,196
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
254
shares
|
$13,934
0.0% of portfolio
|
Q4 2023
Reduced 75.24%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
253
shares
|
$13,879
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
250
shares
|
$13,715
0.0% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
245
shares
|
$13,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
241
shares
|
$13,221
0.0% of portfolio
|
Q1 2023
Reduced 23.73%
|